CPW
BX icon

Cove Private Wealth’s Blackstone BX Stock Holding History

Cove Private Wealth’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Sell
2,680
-77
-3% -$9.25K 0.06% 176
2026
Q1 		$317K Buy
2,757
+25
+0.9% +$3.25K 0.07% 149
2025
Q4 		$421K Buy
2,732
+600
+28% +$91.2K 0.13% 119
2025
Q3 		$364K Hold
2,132
– – 0.12% 121
2025
Q2 		$319K Buy
+2,132
New +$293K 0.11% 126

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Cove Private Wealth's BX Position: Q2 2026 in Review

Cove Private Wealth reduced its Blackstone (BX) stake by 2.8% in Q2 2026, selling an estimated $9.25K and leaving 2,680 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #176.

Cove Private Wealth first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q4 2025. 923 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cove Private Wealth held 2,680 shares of Blackstone worth $315K as of Q2 2026.
  • Cove Private Wealth sold 77 Blackstone shares in Q2 2026, an estimated $9.25K.
  • Blackstone made up 0.06% of Cove Private Wealth's portfolio in Q2 2026, its #176 holding.
  • Cove Private Wealth first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Cove Private Wealth's Blackstone position peaked at $421K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.