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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
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% +$9.59K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Obermeyer Wealth Partners's BX Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Blackstone (BX) stake by 2.1% in Q1 2026, buying an estimated $8.07K and bringing the position to 3,081 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #209.

Obermeyer Wealth Partners first reported a position in BX in Q2 2021 and has held it in 20 quarters since. The position peaked at $578K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Obermeyer Wealth Partners held 3,081 shares of Blackstone worth $354K as of Q1 2026.
  • Obermeyer Wealth Partners bought 62 Blackstone shares in Q1 2026, an estimated $8.07K.
  • Blackstone made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #209 holding.
  • Obermeyer Wealth Partners first reported a position in Blackstone in Q2 2021 and has held it in 20 quarters since.
  • Obermeyer Wealth Partners's Blackstone position peaked at $578K in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.