Newman Dignan & Sheerar Inc’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
$544K Sell
4,624
-990
-18% -$119K 0.1% 119
2026
Q1
$646K Sell
5,614
-511
-8% -$66.5K 0.14% 111
2025
Q4
$944K Buy
6,125
+19
+0.3% +$2.89K 0.2% 92
2025
Q3
$1.04M Sell
6,106
-94
-2% -$16.1K 0.23% 77
2025
Q2
$927K Buy
6,200
+7
+0.1% +$962 0.21% 84
2025
Q1
$866K Buy
6,193
+9
+0.1% +$1.46K 0.24% 83
2024
Q4
$1.07M Sell
6,184
-10
-0.2% -$1.74K 0.27% 76
2024
Q3
$1.05M Sell
6,194
-493
-7% -$68.4K 0.25% 83
2024
Q2
$828K Sell
6,687
-1,102
-14% -$136K 0.21% 92
2024
Q1
$1.02M Sell
7,789
-490
-6% -$61.2K 0.27% 84
2023
Q4
$1.08M Sell
8,279
-90
-1% -$9.74K 0.33% 77
2023
Q3
$897K Sell
8,369
-290
-3% -$30.2K 0.29% 81
2023
Q2
$805K Buy
8,659
+13
+0.2% +$1.12K 0.25% 91
2023
Q1
$759K Sell
8,646
-296
-3% -$26.1K 0.24% 92
2022
Q4
$663K Buy
8,942
+15
+0.2% +$1.29K 0.22% 100
2022
Q3
$747 Buy
8,927
+224
+3% +$21.7K 0.12% 86
2022
Q2
$794K Buy
8,703
+217
+3% +$23.4K 0.27% 88
2022
Q1
$1.08K Buy
8,486
+14
+0.2% +$1.71K 0.21% 74
2021
Q4
$1.1M Buy
8,472
+109
+1% +$14.5K 0.33% 78
2021
Q3
$973K Buy
8,363
+7
+0.1% +$812 0.28% 77
2021
Q2
$812K Buy
8,356
+924
+12% +$82.1K 0.27% 86
2021
Q1
$554K Buy
7,432
+2,288
+44% +$158K 0.2% 98
2020
Q4
$334 Buy
5,144
+10
+0.2% +$582 0.05% 122
2020
Q3
$268K Buy
+5,134
New +$275K 0.11% 137
2019
Q4
Sell
-5,097
Closed -$249K 158
2019
Q3
$249K Buy
5,097
+12
+0.2% +$585 0.12% 136
2019
Q2
$226 Buy
+5,085
New +$203K 0.01% 161

Other funds holding BX

Newman Dignan & Sheerar Inc's BX Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Blackstone (BX) stake by 18% in Q2 2026, selling an estimated $119K and leaving 4,624 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #119.

Newman Dignan & Sheerar Inc first reported a position in BX in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2021. 558 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,624 shares of Blackstone worth $544K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 990 Blackstone shares in Q2 2026, an estimated $119K.
  • Blackstone made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #119 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Blackstone in Q2 2019 and has held it in 26 quarters since.
  • Newman Dignan & Sheerar Inc's Blackstone position peaked at $1.1M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.