Curated Wealth Partners’s Blackstone BX Stock Holding History

Curated Wealth Partners’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	$1.83M	Buy	137,270 +125,988	+1,117%	+$15.1M	0.24%	80
2026 Q1	$1.3M	Buy	11,282 +153	+1%	+$19.9K	0.16%	48
2025 Q4	$1.72M	Buy	11,129 +1,046	+10%	+$159K	0.19%	40
2025 Q3	$1.72M	Sell	10,083 -216	-2%	-$37K	0.21%	34
2025 Q2	$1.54M	Buy	10,299 +34	+0.3%	+$4.67K	0.18%	34
2025 Q1	$1.43M	Buy	10,265 +200	+2%	+$32.5K	0.19%	33
2024 Q4	$1.74M	Buy	10,065 +16	+0.2%	+$2.79K	0.2%	29
2024 Q3	$1.54M	Hold	10,049	–	–	0.2%	31
2024 Q2	$1.24M	Buy	+10,049	New	+$1.24M	0.17%	37
2024 Q1	–	Sell	-10,057	Closed	-$1.26M	–	166
2023 Q4	$1.32M	Buy	10,057 +69	+0.7%	+$7.46K	0.22%	30
2023 Q3	$1.07M	Sell	9,988 -8	-0.1%	-$833	0.2%	32
2023 Q2	$929K	Hold	9,996	–	–	0.18%	39
2023 Q1	$878K	Hold	9,996	–	–	0.2%	39
2022 Q4	$742K	Sell	9,996 -65	-0.6%	-$5.61K	0.18%	49
2022 Q3	$843K	Sell	10,061 -26	-0.3%	-$2.52K	0.25%	36
2022 Q2	$921K	Sell	10,087 -13	-0.1%	-$1.4K	0.27%	34
2022 Q1	$1.31M	Hold	10,100	–	–	0.44%	24
2021 Q4	$1.31M	Buy	10,100 +8	+0.1%	+$1.07K	0.42%	25
2021 Q3	$1.17M	Hold	10,092	–	–	0.66%	28
2021 Q2	$980K	Sell	10,092 -15	-0.1%	-$1.33K	0.53%	33
2021 Q1	$753K	Hold	10,107	–	–	0.46%	36
2020 Q4	$655K	Buy	+10,107	New	+$589K	0.42%	41

Other funds holding BX

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

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Curated Wealth Partners's BX Position: Q2 2026 in Review

Curated Wealth Partners increased its Blackstone (BX) stake by 1,117% in Q2 2026, buying an estimated $15.1M and bringing the position to 137,270 shares worth $1.83M. The position accounts for 0.24% of the portfolio, ranked #80.

Curated Wealth Partners first reported a position in BX in Q4 2020 and has held it in 22 quarters since. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Curated Wealth Partners held 137,270 shares of Blackstone worth $1.83M as of Q2 2026.
Curated Wealth Partners bought 125,988 Blackstone shares in Q2 2026, an estimated $15.1M.
Blackstone made up 0.24% of Curated Wealth Partners's portfolio in Q2 2026, its #80 holding.
Curated Wealth Partners first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.