Elevation Wealth Partners’s Blackstone BX Stock Holding History

Elevation 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 Q3	$12.7K	Buy	113 +13	+13%	+$1.7K	﹤0.01%	814
2026 Q2	$11.8K	Sell	100 -46	-32%	-$5.53K	﹤0.01%	764
2026 Q1	$16.8K	Buy	+146	New	+$19K	0.01%	417
2025 Q4	–	Sell	-28	Closed	-$4.78K	–	965
2025 Q3	$4.78K	Buy	+28	New	+$4.8K	﹤0.01%	489

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Elevation Wealth Partners's BX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Blackstone (BX) stake by 13% in Q3 2026, buying an estimated $1.7K and bringing the position to 113 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Elevation Wealth Partners first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q1 2026. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Elevation Wealth Partners held 113 shares of Blackstone worth $12.7K as of Q3 2026.
Elevation Wealth Partners bought 13 Blackstone shares in Q3 2026, an estimated $1.7K.
Blackstone made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #814 holding.
Elevation Wealth Partners first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
Elevation Wealth Partners's Blackstone position peaked at $16.8K in Q1 2026.
98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.