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ORG Wealth Partners’s Black Stone Minerals BSM Stock Holding History

ORG Wealth Partners’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Sell
14,238
-1
-0% -$14 0.03% 245
2026
Q1 		$215K Buy
14,239
+1
+0% +$15 0.04% 218
2025
Q4 		$189K Hold
14,238
– – 0.04% 210
2025
Q3 		$187K Hold
14,238
– – 0.04% 207
2025
Q2 		$187K Hold
14,238
– – 0.04% 185
2025
Q1 		$218K Buy
+14,238
New +$214K 0.07% 181

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ORG Wealth Partners's BSM Position: Q2 2026 in Review

ORG Wealth Partners reduced its Black Stone Minerals (BSM) stake by 0.01% in Q2 2026, selling an estimated $14 and leaving 14,238 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #245.

ORG Wealth Partners first reported a position in BSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • ORG Wealth Partners held 14,238 shares of Black Stone Minerals worth $199K as of Q2 2026.
  • ORG Wealth Partners sold 1 Black Stone Minerals share in Q2 2026, an estimated $14.
  • Black Stone Minerals made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #245 holding.
  • ORG Wealth Partners first reported a position in Black Stone Minerals in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Black Stone Minerals position peaked at $218K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.