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Paragon Private Wealth Management’s Blackstone BX Stock Holding History

Paragon Private 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
Q2 		$1.07M Buy
9,099
+1,921
+27% +$231K 0.28% 95
2026
Q1 		$825K Buy
7,178
+2,568
+56% +$334K 0.26% 106
2025
Q4 		$711K Buy
4,610
+170
+4% +$25.8K 0.22% 118
2025
Q3 		$759K Buy
4,440
+736
+20% +$126K 0.25% 115
2025
Q2 		$554K Sell
3,704
-126
-3% -$17.3K 0.22% 121
2025
Q1 		$535K Sell
3,830
-875
-19% -$142K 0.25% 110
2024
Q4 		$811K Buy
4,705
+118
+3% +$20.6K 0.37% 73
2024
Q3 		$702K Buy
4,587
+419
+10% +$58.1K 0.35% 80
2024
Q2 		$516K Sell
4,168
-112
-3% -$13.8K 0.29% 95
2024
Q1 		$562K Sell
4,280
-228
-5% -$28.5K 0.33% 86
2023
Q4 		$590K Sell
4,508
-209
-4% -$22.6K 0.41% 75
2023
Q3 		$505K Sell
4,717
-1,487
-24% -$155K 0.42% 75
2023
Q2 		$577K Sell
6,204
-1,305
-17% -$113K 0.46% 71
2023
Q1 		$660K Buy
7,509
+879
+13% +$77.6K 0.56% 61
2022
Q4 		$492K Buy
6,630
+70
+1% +$6.04K 0.44% 68
2022
Q3 		$601K Buy
6,560
+213
+3% +$20.6K 0.58% 49
2022
Q2 		$579K Buy
6,347
+1,925
+44% +$208K 0.62% 51
2022
Q1 		$525K Buy
4,422
+1,132
+34% +$138K 0.51% 60
2021
Q4 		$426K Buy
+3,290
New +$439K 0.38% 71

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paragon Private Wealth Management's BX Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Blackstone (BX) stake by 27% in Q2 2026, buying an estimated $231K and bringing the position to 9,099 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #95.

Paragon Private Wealth Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. 954 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Paragon Private Wealth Management held 9,099 shares of Blackstone worth $1.07M as of Q2 2026.
  • Paragon Private Wealth Management bought 1,921 Blackstone shares in Q2 2026, an estimated $231K.
  • Blackstone made up 0.28% of Paragon Private Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Paragon Private Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • 954 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.