Mindset Wealth Management
BX icon

Mindset Wealth Management’s Blackstone BX Stock Holding History

Mindset 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 		$336K Hold
3,000
– – 0.06% 126
2026
Q2 		$353K Sell
3,000
-200
-6% -$24K 0.07% 122
2026
Q1 		$368K Sell
3,200
-15
-0.5% -$1.95K 0.1% 107
2025
Q4 		$496K Sell
3,215
-63
-2% -$9.6K 0.13% 89
2025
Q3 		$560K Buy
+3,278
New +$562K 0.15% 72

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

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

Mindset Wealth Management held its Blackstone (BX) position steady in Q3 2026 at 3,000 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #126.

Mindset Wealth Management first reported a position in BX in Q3 2025 and has held it in 5 quarters since. The position peaked at $560K in Q3 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Mindset Wealth Management held 3,000 shares of Blackstone worth $336K as of Q3 2026.
  • Mindset Wealth Management left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Mindset Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Blackstone position peaked at $560K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.