Orca Wealth Management’s Blackstone BX Stock Holding History

Orca 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	$1.86M	Sell	16,610 -70	-0.4%	-$9.16K	1.11%	28
2026 Q2	$1.96M	Sell	16,680 -24	-0.1%	-$2.88K	1.18%	27
2026 Q1	$1.92M	Sell	16,704 -93	-0.6%	-$12.1K	1.37%	26
2025 Q4	$2.29M	Sell	16,797 -20	-0.1%	-$3.04K	1.64%	23
2025 Q3	$2.87M	Sell	16,817 -54	-0.3%	-$9.25K	2.18%	14
2025 Q2	$2.52M	Sell	16,871 -479	-3%	-$65.8K	2.13%	14
2025 Q1	$2.43M	Buy	17,350 +70	+0.4%	+$11.4K	2.17%	13
2024 Q4	$2.98M	Buy	+17,280	New	+$3.01M	2.68%	13

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

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

Orca Wealth Management reduced its Blackstone (BX) stake by 0.42% in Q3 2026, selling an estimated $9.16K and leaving 16,610 shares worth $1.86M. The position accounts for 1.11% of the portfolio, ranked #28.

Orca Wealth Management first reported a position in BX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2024. 883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Orca Wealth Management held 16,610 shares of Blackstone worth $1.86M as of Q3 2026.
Orca Wealth Management sold 70 Blackstone shares in Q3 2026, an estimated $9.16K.
Blackstone made up 1.11% of Orca Wealth Management's portfolio in Q3 2026, its #28 holding.
Orca Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Blackstone position peaked at $2.98M in Q4 2024.
883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.