Mitchell & Pahl Private Wealth’s Blackstone BX Stock Holding History

Mitchell & Pahl Private Wealth’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	$1.24M	Sell	11,079 -65	-0.6%	-$8.5K	0.45%	76
2026 Q2	$1.31M	Sell	11,144 -219	-2%	-$26.3K	0.48%	70
2026 Q1	$1.31M	Sell	11,363 -219	-2%	-$28.5K	0.53%	70
2025 Q4	$1.79M	Sell	11,582 -25	-0.2%	-$3.8K	0.74%	55
2025 Q3	$1.98M	Sell	11,607 -1,120	-9%	-$192K	0.83%	49
2025 Q2	$1.9M	Sell	12,727 -215	-2%	-$29.5K	0.84%	44
2025 Q1	$1.81M	Sell	12,942 -129	-1%	-$20.9K	0.84%	45
2024 Q4	$2.25M	Sell	13,071 -810	-6%	-$141K	1.05%	34
2024 Q3	$2.13M	Sell	13,881 -196	-1%	-$27.2K	0.99%	34
2024 Q2	$1.74M	Sell	14,077 -72	-0.5%	-$8.86K	0.92%	40
2024 Q1	$1.86M	Sell	14,149 -1,138	-7%	-$142K	0.98%	39
2023 Q4	$2M	Sell	15,287 -139	-0.9%	-$15K	1.14%	25
2023 Q3	$1.65M	Sell	15,426 -415	-3%	-$43.2K	0.98%	34
2023 Q2	$1.47M	Sell	15,841 -1,029	-6%	-$88.9K	0.89%	37
2023 Q1	$1.48M	Sell	16,870 -484	-3%	-$42.8K	0.93%	38
2022 Q4	$1.29M	Sell	17,354 -497	-3%	-$42.9K	0.85%	41
2022 Q3	$1.49M	Sell	17,851 -617	-3%	-$59.8K	1.1%	23
2022 Q2	$1.68M	Sell	18,468 -438	-2%	-$47.3K	1.17%	21
2022 Q1	$2.4M	Sell	18,906 -954	-5%	-$116K	1.53%	10
2021 Q4	$2.57M	Sell	19,860 -914	-4%	-$122K	1.65%	8
2021 Q3	$2.42M	Sell	20,774 -38	-0.2%	-$4.41K	1.74%	8
2021 Q2	$2.02M	Sell	20,812 -351	-2%	-$31.2K	1.45%	13
2021 Q1	$1.58M	Sell	21,163 -343	-2%	-$23.7K	1.22%	24
2020 Q4	$1.39M	Buy	+21,506	New	+$1.25M	1.17%	26

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth's BX Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Blackstone (BX) stake by 0.58% in Q3 2026, selling an estimated $8.5K and leaving 11,079 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #76.

Mitchell & Pahl Private Wealth first reported a position in BX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.57M in Q4 2021. 883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Mitchell & Pahl Private Wealth held 11,079 shares of Blackstone worth $1.24M as of Q3 2026.
Mitchell & Pahl Private Wealth sold 65 Blackstone shares in Q3 2026, an estimated $8.5K.
Blackstone made up 0.45% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #76 holding.
Mitchell & Pahl Private Wealth first reported a position in Blackstone in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's Blackstone position peaked at $2.57M in Q4 2021.
883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.