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Matthew Hamilton Rosenberg’s Blackstone BX Stock Holding History

Matthew Hamilton Rosenberg’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 		$46.9K Hold
418
– – 0.01% 454
2026
Q2 		$49.2K Sell
418
-39
-9% -$4.69K 0.01% 440
2026
Q1 		$52.5K Hold
457
– – 0.01% 416
2025
Q4 		$70.4K Sell
457
-46
-9% -$6.99K 0.01% 375
2025
Q3 		$85.9K Hold
503
– – 0.02% 355
2025
Q2 		$75.2K Buy
503
+34
+7% +$4.67K 0.02% 385
2025
Q1 		$65.6K Hold
469
– – 0.02% 380
2024
Q4 		$80.9K Buy
469
+85
+22% +$14.8K 0.02% 341
2024
Q3 		$58.8K Buy
384
+132
+52% +$18.3K 0.02% 400
2024
Q2 		$30.8K Sell
252
-199
-44% -$24.5K 0.01% 481
2024
Q1 		$59.1K Sell
451
-61
-12% -$7.62K 0.02% 402
2023
Q4 		$67K Sell
512
-129
-20% -$14K 0.02% 382
2023
Q3 		$68.6K Hold
641
– – 0.02% 354
2023
Q2 		$59.6K Sell
641
-510
-44% -$44.1K 0.02% 396
2023
Q1 		$101K Buy
1,151
+100
+10% +$8.83K 0.03% 311
2022
Q4 		$78K Buy
1,051
+1
+0.1% +$86 0.03% 354
2022
Q3 		$88K Buy
1,050
+130
+14% +$12.6K 0.03% 314
2022
Q2 		$85K Buy
920
+150
+19% +$16.2K 0.03% 336
2022
Q1 		$98K Buy
770
+725
+1,611% +$88.4K 0.03% 311
2021
Q4 		$6K Buy
+45
New +$6K ﹤0.01% 632

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Matthew Hamilton Rosenberg's BX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Blackstone (BX) position steady in Q3 2026 at 418 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #454.

Matthew Hamilton Rosenberg first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $101K in Q1 2023. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Matthew Hamilton Rosenberg held 418 shares of Blackstone worth $46.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #454 holding.
  • Matthew Hamilton Rosenberg first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's Blackstone position peaked at $101K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.