Patrick M. Sweeney & Associates’s Blackstone BX Stock Holding History

Patrick M. Sweeney & Associates’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	$1.35M	Sell	12,081 -961	-7%	-$126K	0.76%	30
2026 Q2	$1.53M	Buy	13,042 +297	+2%	+$35.7K	0.88%	23
2026 Q1	$1.47M	Buy	12,745 +26	+0.2%	+$3.38K	0.94%	20
2025 Q4	$1.96M	Sell	12,719 -178	-1%	-$27K	1.23%	18
2025 Q3	$2.2M	Buy	12,897 +41	+0.3%	+$7.02K	1.42%	16
2025 Q2	$1.99M	Sell	12,856 -754	-6%	-$104K	1.37%	17
2025 Q1	$1.9M	Sell	13,610 -130	-0.9%	-$21.1K	1.42%	16
2024 Q4	$2.37M	Sell	13,740 -25	-0.2%	-$4.36K	1.77%	11
2024 Q3	$2.11M	Sell	13,765 -75	-0.5%	-$10.4K	1.55%	13
2024 Q2	$1.71M	Buy	13,840 +80	+0.6%	+$9.8K	1.39%	16
2024 Q1	$1.81M	Buy	13,760 +120	+0.9%	+$15K	1.49%	15
2023 Q4	$1.79M	Buy	+13,640	New	+$1.48M	1.63%	10

Other funds holding BX

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

WPEP

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

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patrick M. Sweeney & Associates's BX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Blackstone (BX) stake by 7.4% in Q3 2026, selling an estimated $126K and leaving 12,081 shares worth $1.35M. The position accounts for 0.76% of the portfolio, ranked #30.

Patrick M. Sweeney & Associates first reported a position in BX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2024. 593 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Patrick M. Sweeney & Associates held 12,081 shares of Blackstone worth $1.35M as of Q3 2026.
Patrick M. Sweeney & Associates sold 961 Blackstone shares in Q3 2026, an estimated $126K.
Blackstone made up 0.76% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #30 holding.
Patrick M. Sweeney & Associates first reported a position in Blackstone in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Blackstone position peaked at $2.37M in Q4 2024.
593 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.