Moran Wealth Management
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Moran Wealth Management’s Blackstone BX Stock Holding History

Moran 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 		$15.3M Buy
136,143
+2,501
+2% +$327K 0.42% 72
2026
Q2 		$15.7M Sell
133,642
-2,531
-2% -$304K 0.43% 64
2026
Q1 		$15.7M Sell
136,173
-5,038
-4% -$655K 0.48% 61
2025
Q4 		$21.8M Sell
141,211
-4,408
-3% -$670K 0.67% 37
2025
Q3 		$24.9M Sell
145,619
-37,854
-21% -$6.49M 0.75% 26
2025
Q2 		$27.4M Sell
183,473
-3,206
-2% -$441K 0.85% 23
2025
Q1 		$26.1M Sell
186,679
-4,874
-3% -$791K 0.88% 21
2024
Q4 		$33M Sell
191,553
-7,689
-4% -$1.34M 1.05% 13
2024
Q3 		$30.5M Sell
199,242
-4,181
-2% -$580K 0.94% 19
2024
Q2 		$25.2M Sell
203,423
-1,985
-1% -$244K 0.83% 24
2024
Q1 		$27M Sell
205,408
-5,826
-3% -$728K 0.87% 17
2023
Q4 		$27.7M Sell
211,234
-9,108
-4% -$985K 0.98% 17
2023
Q3 		$23.6M Sell
220,342
-5,529
-2% -$576K 0.91% 17
2023
Q2 		$21M Buy
225,871
+1,884
+0.8% +$163K 0.79% 31
2023
Q1 		$19.7M Buy
223,987
+25,424
+13% +$2.25M 0.74% 38
2022
Q4 		$14.7M Buy
+198,563
New +$17.1M 0.56% 58

Other funds holding BX

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

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

Moran Wealth Management increased its Blackstone (BX) stake by 1.9% in Q3 2026, buying an estimated $327K and bringing the position to 136,143 shares worth $15.3M. The position accounts for 0.42% of the portfolio, ranked #72.

Moran Wealth Management first reported a position in BX in Q4 2022 and has held it in 16 quarters since. The position peaked at $33M in Q4 2024. 1,124 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Moran Wealth Management held 136,143 shares of Blackstone worth $15.3M as of Q3 2026.
  • Moran Wealth Management bought 2,501 Blackstone shares in Q3 2026, an estimated $327K.
  • Blackstone made up 0.42% of Moran Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Moran Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Blackstone position peaked at $33M in Q4 2024.
  • 1,124 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.