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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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
$1.69M 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

Mitchell & Pahl Private Wealth's BX Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Blackstone (BX) stake by 1.9% in Q2 2026, selling an estimated $26.3K and leaving 11,144 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #70.

Mitchell & Pahl Private Wealth first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.57M in Q4 2021. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 11,144 shares of Blackstone worth $1.31M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 219 Blackstone shares in Q2 2026, an estimated $26.3K.
  • Blackstone made up 0.48% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Blackstone position peaked at $2.57M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.