Equitable Trust’s Blackstone BX Stock Holding History

Equitable Trust’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	$371K	Buy	3,306 +47	+1%	+$6.15K	0.02%	353
2026 Q2	$383K	Buy	3,259 +12	+0.4%	+$1.44K	0.02%	352
2026 Q1	$373K	Buy	3,247 +173	+6%	+$22.5K	0.02%	370
2025 Q4	$474K	Hold	3,074	–	–	0.02%	325
2025 Q3	$525K	Hold	3,074	–	–	0.02%	313
2025 Q2	$460K	Hold	3,074	–	–	0.02%	318
2025 Q1	$430K	Sell	3,074 -68	-2%	-$11K	0.02%	334
2024 Q4	$542K	Sell	3,142 -330	-10%	-$57.5K	0.03%	304
2024 Q3	$532K	Buy	3,472 +297	+9%	+$41.2K	0.03%	304
2024 Q2	$393K	Buy	3,175 +115	+4%	+$14.2K	0.03%	338
2024 Q1	$402K	Buy	3,060 +300	+11%	+$37.5K	0.03%	334
2023 Q4	$361K	Hold	2,760	–	–	0.03%	327
2023 Q3	$296K	Hold	2,760	–	–	0.02%	347
2023 Q2	$257K	Hold	2,760	–	–	0.02%	360
2023 Q1	$242K	Buy	+2,760	New	+$244K	0.02%	366
2022 Q4	–	Sell	-2,670	Closed	-$223K	–	396
2022 Q3	$223K	Hold	2,670	–	–	0.02%	354
2022 Q2	$244K	Hold	2,670	–	–	0.02%	348
2022 Q1	$339K	Buy	+2,670	New	+$326K	0.02%	306

Other funds holding BX

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Equitable Trust's BX Position: Q3 2026 in Review

Equitable Trust increased its Blackstone (BX) stake by 1.4% in Q3 2026, buying an estimated $6.15K and bringing the position to 3,306 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #353.

Equitable Trust first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $542K in Q4 2024. 361 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Equitable Trust held 3,306 shares of Blackstone worth $371K as of Q3 2026.
Equitable Trust bought 47 Blackstone shares in Q3 2026, an estimated $6.15K.
Blackstone made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #353 holding.
Equitable Trust first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
Equitable Trust's Blackstone position peaked at $542K in Q4 2024.
361 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.