Occidental Asset Management’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
$2.46M Buy
20,932
+18,632
+810% +$2.24M 0.24% 89
2026
Q1
$264K Sell
2,300
-247
-10% -$32.1K 0.03% 229
2025
Q4
$393K Buy
2,547
+101
+4% +$15.3K 0.05% 179
2025
Q3
$418K Buy
2,446
+15
+0.6% +$2.57K 0.05% 180
2025
Q2
$364K Sell
2,431
-1,155
-32% -$159K 0.05% 177
2025
Q1
$501K Buy
+3,586
New +$582K 0.08% 135

Other funds holding BX

Occidental Asset Management's BX Position: Q2 2026 in Review

Occidental Asset Management increased its Blackstone (BX) stake by 810% in Q2 2026, buying an estimated $2.24M and bringing the position to 20,932 shares worth $2.46M. The position accounts for 0.24% of the portfolio, ranked #89.

Occidental Asset Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Occidental Asset Management held 20,932 shares of Blackstone worth $2.46M as of Q2 2026.
  • Occidental Asset Management bought 18,632 Blackstone shares in Q2 2026, an estimated $2.24M.
  • Blackstone made up 0.24% of Occidental Asset Management's portfolio in Q2 2026, its #89 holding.
  • Occidental Asset Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.