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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
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 $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

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

Koa Wealth Management increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $618K and bringing the position to 35,297 shares worth $4.15M. The position accounts for 2.82% of the portfolio, ranked #9.

Koa Wealth Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. 902 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Koa Wealth Management held 35,297 shares of Blackstone worth $4.15M as of Q2 2026.
  • Koa Wealth Management bought 5,144 Blackstone shares in Q2 2026, an estimated $618K.
  • Blackstone made up 2.82% of Koa Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Koa Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • 902 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.