Koa Wealth Management
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Koa Wealth Management’s Blackstone BX Stock Holding History

Koa 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
Q3 		$3.86M Sell
34,471
-826
-2% -$108K 2.5% 11
2026
Q2 		$4.15M Buy
35,297
+5,144
+17% +$618K 2.82% 9
2026
Q1 		$3.47M Buy
30,153
+7,555
+33% +$983K 2.51% 11
2025
Q4 		$3.48M Buy
22,598
+6,053
+37% +$920K 2.39% 11
2025
Q3 		$2.83M Sell
16,545
-617
-4% -$106K 2.1% 13
2025
Q2 		$2.57M Buy
17,162
+90
+0.5% +$12.4K 2.04% 15
2025
Q1 		$2.39M Buy
17,072
+2,793
+20% +$453K 1.93% 17
2024
Q4 		$2.46M Sell
14,279
-1,846
-11% -$322K 2.01% 14
2024
Q3 		$2.47M Sell
16,125
-2,094
-11% -$291K 1.91% 18
2024
Q2 		$2.26M Sell
18,219
-151
-0.8% -$18.6K 1.91% 18
2024
Q1 		$2.41M Sell
18,370
-209
-1% -$26.1K 2.18% 18
2023
Q4 		$2.43M Buy
+18,579
New +$2.01M 2.4% 13

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Koa Wealth Management's BX Position: Q3 2026 in Review

Koa Wealth Management reduced its Blackstone (BX) stake by 2.3% in Q3 2026, selling an estimated $108K and leaving 34,471 shares worth $3.86M. The position accounts for 2.5% of the portfolio, ranked #11.

Koa Wealth Management first reported a position in BX in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.15M in Q2 2026. 854 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Koa Wealth Management held 34,471 shares of Blackstone worth $3.86M as of Q3 2026.
  • Koa Wealth Management sold 826 Blackstone shares in Q3 2026, an estimated $108K.
  • Blackstone made up 2.5% of Koa Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Koa Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 12 quarters since.
  • Koa Wealth Management's Blackstone position peaked at $4.15M in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.