Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Blackstone BX Stock Holding History

Obermeyer Wealth Partners’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 		$236K Buy
2,108
+91
+5% +$11.9K 0.01% 275
2026
Q2 		$237K Sell
2,017
-1,064
-35% -$128K 0.01% 279
2026
Q1 		$354K Buy
3,081
+62
+2% +$8.07K 0.02% 209
2025
Q4 		$465K Buy
3,019
+26
+0.9% +$3.95K 0.02% 177
2025
Q3 		$511K Buy
2,993
+66
+2% +$11.3K 0.02% 165
2025
Q2 		$438K Sell
2,927
-23
-0.8% -$3.16K 0.02% 173
2025
Q1 		$412K Buy
2,950
+3
+0.1% +$487 0.02% 169
2024
Q4 		$508K Buy
2,947
+97
+3% +$16.9K 0.03% 149
2024
Q3 		$436K Buy
2,850
+388
+16% +$53.8K 0.02% 167
2024
Q2 		$305K Sell
2,462
-639
-21% -$78.6K 0.02% 195
2024
Q1 		$407K Sell
3,101
-110
-3% -$13.7K 0.02% 158
2023
Q4 		$420K Buy
3,211
+140
+5% +$15.1K 0.03% 130
2023
Q3 		$329K Sell
3,071
-22
-0.7% -$2.29K 0.02% 146
2023
Q2 		$288K Sell
3,093
-78
-2% -$6.74K 0.02% 164
2023
Q1 		$279K Sell
3,171
-1,322
-29% -$117K 0.02% 171
2022
Q4 		$334K Buy
4,493
+111
+3% +$9.6K 0.03% 148
2022
Q3 		$367K Sell
4,382
-175
-4% -$16.9K 0.03% 131
2022
Q2 		$416K Hold
4,557
– – 0.03% 120
2022
Q1 		$578K Buy
4,557
+89
+2% +$10.9K 0.03% 114
2021
Q4 		$578K Buy
4,468
+850
+23% +$113K 0.03% 111
2021
Q3 		$421K Buy
3,618
+543
+18% +$63K 0.02% 134
2021
Q2 		$299K Buy
+3,075
New +$273K 0.02% 171

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Obermeyer Wealth Partners's BX Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Blackstone (BX) stake by 4.5% in Q3 2026, buying an estimated $11.9K and bringing the position to 2,108 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #275.

Obermeyer Wealth Partners first reported a position in BX in Q2 2021 and has held it in 22 quarters since. The position peaked at $578K in Q1 2022. 1,291 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Obermeyer Wealth Partners held 2,108 shares of Blackstone worth $236K as of Q3 2026.
  • Obermeyer Wealth Partners bought 91 Blackstone shares in Q3 2026, an estimated $11.9K.
  • Blackstone made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #275 holding.
  • Obermeyer Wealth Partners first reported a position in Blackstone in Q2 2021 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Blackstone position peaked at $578K in Q1 2022.
  • 1,291 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.