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Dogwood Wealth Management’s Blackstone BX Stock Holding History

Dogwood Wealth Management’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 		$17.4K Buy
148
+44
+42% +$5.29K 0.01% 266
2026
Q1 		$12K Sell
104
-53
-34% -$6.89K 0.01% 309
2025
Q4 		$24.2K Buy
157
+57
+57% +$8.66K 0.01% 179
2025
Q3 		$17.1K Buy
100
+3
+3% +$514 0.01% 206
2025
Q2 		$15.2K Buy
97
+92
+1,840% +$12.6K 0.01% 210
2025
Q1 		$699 Buy
+5
New +$812 ﹤0.01% 440
2024
Q4 		– Hold
0
– -$14 – 334
2024
Q3 		– Hold
0
– – – 228
2024
Q2 		– Hold
0
– – – 280
2024
Q1 		– Hold
0
– – – 277
2023
Q4 		– Hold
0
– – – 252

Other funds holding BX

CAM
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DLA
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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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return