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Gerber Kawasaki Wealth & Investment Management’s Blackstone BX Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$4.12M Sell
35,012
-1,730
-5% -$208K 0.11% 96
2026
Q1 		$4.24M Sell
36,742
-37,120
-50% -$4.83M 0.14% 88
2025
Q4 		$11.4M Sell
73,862
-702
-0.9% -$107K 0.4% 51
2025
Q3 		$12.7M Buy
74,564
+825
+1% +$141K 0.44% 49
2025
Q2 		$11M Sell
73,739
-398
-0.5% -$54.7K 0.43% 53
2025
Q1 		$10.4M Sell
74,137
-278
-0.4% -$45.1K 0.47% 48
2024
Q4 		$12.8M Buy
74,415
+2,538
+4% +$442K 0.56% 44
2024
Q3 		$11M Buy
71,877
+233
+0.3% +$32.3K 0.51% 48
2024
Q2 		$8.87M Buy
71,644
+2,812
+4% +$346K 0.44% 54
2024
Q1 		$9.04M Buy
68,832
+1,321
+2% +$165K 0.49% 48
2023
Q4 		$8.84M Buy
67,511
+2,105
+3% +$228K 0.53% 47
2023
Q3 		$7.01M Sell
65,406
-963
-1% -$100K 0.48% 48
2023
Q2 		$6.17M Sell
66,369
-19,104
-22% -$1.65M 0.41% 53
2023
Q1 		$7.51M Sell
85,473
-9,808
-10% -$866K 0.59% 44
2022
Q4 		$7.07M Sell
95,281
-38,593
-29% -$3.33M 0.63% 43
2022
Q3 		$11.4M Buy
133,874
+3,080
+2% +$298K 1.06% 26
2022
Q2 		$11.9M Buy
130,794
+12,964
+11% +$1.4M 1.13% 25
2022
Q1 		$15M Buy
117,830
+22,021
+23% +$2.69M 1.22% 23
2021
Q4 		$12.3M Buy
95,809
+38,335
+67% +$5.11M 0.98% 28
2021
Q3 		$6.71M Buy
57,474
+34,194
+147% +$3.97M 0.87% 28
2021
Q2 		$2.26M Buy
23,280
+2,144
+10% +$190K 0.23% 74
2021
Q1 		$1.57M Sell
21,136
-5,773
-21% -$399K 0.19% 81
2020
Q4 		$1.74M Sell
26,909
-11,828
-31% -$689K 0.24% 65
2020
Q3 		$2.02M Sell
38,737
-50,024
-56% -$2.68M 0.43% 46
2020
Q2 		$5.03M Sell
88,761
-16,064
-15% -$845K 1.11% 30
2020
Q1 		$4.78M Buy
104,825
+20,506
+24% +$1.13M 1.35% 23
2019
Q4 		$4.72M Buy
84,319
+14,575
+21% +$756K 1.19% 25
2019
Q3 		$3.41M Buy
69,744
+13,967
+25% +$681K 0.98% 28
2019
Q2 		$2.48M Buy
55,777
+36,436
+188% +$1.45M 0.72% 33
2019
Q1 		$676K Sell
19,341
-180
-0.9% -$6.01K 0.2% 63
2018
Q4 		$581K Buy
19,521
+2,107
+12% +$69.6K 0.2% 59
2018
Q3 		$674K Buy
17,414
+500
+3% +$18.1K 0.18% 62
2018
Q2 		$560K Sell
16,914
-3,461
-17% -$110K 0.17% 60
2018
Q1 		$650K Sell
20,375
-211
-1% -$7.19K 0.21% 60
2017
Q4 		$659K Sell
20,586
-388
-2% -$12.6K 0.23% 62
2017
Q3 		$697K Buy
20,974
+1,577
+8% +$51.9K 0.25% 62
2017
Q2 		$645K Buy
19,397
+9,142
+89% +$287K 0.24% 69
2017
Q1 		$302K Sell
10,255
-1,312
-11% -$39.5K 0.13% 88
2016
Q4 		$312K Sell
11,567
-5,188
-31% -$135K 0.16% 78
2016
Q3 		$427K Sell
16,755
-3,690
-18% -$97.4K 0.25% 68
2016
Q2 		$501K Sell
20,445
-16,914
-45% -$450K 0.32% 56
2016
Q1 		$1.05M Sell
37,359
-19,913
-35% -$526K 0.72% 33
2015
Q4 		$1.67M Buy
+57,272
New +$1.83M 1.13% 22

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BX Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Blackstone (BX) stake by 4.7% in Q2 2026, selling an estimated $208K and leaving 35,012 shares worth $4.12M. The position accounts for 0.11% of the portfolio, ranked #96.

Gerber Kawasaki Wealth & Investment Management first reported a position in BX in Q4 2015 and has held it in 43 quarters since. The position peaked at $15M in Q1 2022. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 35,012 shares of Blackstone worth $4.12M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,730 Blackstone shares in Q2 2026, an estimated $208K.
  • Blackstone made up 0.11% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #96 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Blackstone in Q4 2015 and has held it in 43 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Blackstone position peaked at $15M in Q1 2022.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.