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Empirical Wealth Management’s Blackstone BX Stock Holding History

Empirical 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 		$851K Buy
7,228
+1,456
+25% +$175K 0.01% 454
2026
Q1 		$664K Sell
5,772
-1,140
-16% -$148K 0.01% 470
2025
Q4 		$1.07M Buy
6,912
+850
+14% +$129K 0.02% 330
2025
Q3 		$1.04M Sell
6,062
-1,481
-20% -$254K 0.02% 321
2025
Q2 		$1.13M Buy
7,543
+290
+4% +$39.8K 0.03% 297
2025
Q1 		$1.01M Sell
7,253
-975
-12% -$158K 0.03% 300
2024
Q4 		$1.42M Buy
8,228
+505
+7% +$88K 0.04% 236
2024
Q3 		$1.18M Sell
7,723
-236
-3% -$32.7K 0.03% 253
2024
Q2 		$985K Buy
7,959
+386
+5% +$47.5K 0.03% 264
2024
Q1 		$995K Sell
7,573
-390
-5% -$48.7K 0.03% 258
2023
Q4 		$1.04M Buy
7,963
+173
+2% +$18.7K 0.03% 238
2023
Q3 		$835K Buy
7,790
+1,028
+15% +$107K 0.03% 242
2023
Q2 		$629K Buy
6,762
+2,056
+44% +$178K 0.03% 275
2023
Q1 		$413K Buy
4,706
+170
+4% +$15K 0.02% 351
2022
Q4 		$337K Buy
4,536
+829
+22% +$71.6K 0.02% 365
2022
Q3 		$310K Hold
3,707
– – 0.02% 369
2022
Q2 		$338K Sell
3,707
-900
-20% -$97.2K 0.02% 361
2022
Q1 		$585K Buy
4,607
+124
+3% +$15.1K 0.03% 298
2021
Q4 		$580K Buy
4,483
+161
+4% +$21.5K 0.03% 317
2021
Q3 		$503K Buy
4,322
+1,000
+30% +$116K 0.03% 297
2021
Q2 		$323K Buy
3,322
+1
+0% +$89 0.02% 358
2021
Q1 		$247K Sell
3,321
-10,115
-75% -$698K 0.02% 347
2020
Q4 		$871K Buy
+13,436
New +$782K 0.07% 169

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

Empirical Wealth Management's BX Position: Q2 2026 in Review

Empirical Wealth Management increased its Blackstone (BX) stake by 25% in Q2 2026, buying an estimated $175K and bringing the position to 7,228 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #454.

Empirical Wealth Management first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2024. 871 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Empirical Wealth Management held 7,228 shares of Blackstone worth $851K as of Q2 2026.
  • Empirical Wealth Management bought 1,456 Blackstone shares in Q2 2026, an estimated $175K.
  • Blackstone made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Empirical Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Empirical Wealth Management's Blackstone position peaked at $1.42M in Q4 2024.
  • 871 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.