McCarter Private Wealth Services
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McCarter Private Wealth Services’s Blackstone BX Stock Holding History

McCarter Private Wealth Services’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 		– Sell
-2,847
Closed -$335K – 187
2026
Q2 		$335K Sell
2,847
-49
-2% -$5.89K 0.12% 136
2026
Q1 		$333K Buy
2,896
+44
+2% +$5.72K 0.14% 124
2025
Q4 		$440K Buy
+2,852
New +$433K 0.2% 100

Other funds holding BX

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
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

McCarter Private Wealth Services's BX Position: Q3 2026 in Review

McCarter Private Wealth Services sold out of Blackstone (BX) in Q3 2026, closing a stake of 2,847 shares — an estimated $335K sold.

McCarter Private Wealth Services first reported a position in BX in Q4 2025 and held it in 3 quarters. The position peaked at $440K in Q4 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • McCarter Private Wealth Services reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 2,847 Blackstone shares in Q3 2026, an estimated $335K.
  • McCarter Private Wealth Services first reported a position in Blackstone in Q4 2025 and held it in 3 quarters.
  • McCarter Private Wealth Services's Blackstone position peaked at $440K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.