Perennial Advisors’s Blackstone BX Stock Holding History

Perennial Advisors’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	$226K	Sell	1,917 -509	-21%	-$61.2K	0.04%	129
2026 Q1	$279K	Buy	2,426 +409	+20%	+$53.2K	0.05%	105
2025 Q4	$311K	Buy	2,017 +100	+5%	+$15.2K	0.05%	98
2025 Q3	$328K	Hold	1,917	–	–	0.06%	99
2025 Q2	$287K	Hold	1,917	–	–	0.05%	101
2025 Q1	$268K	Buy	+1,917	New	+$311K	0.05%	99
2024 Q2	$271K	Sell	2,186 -1,354	-38%	-$167K	0.06%	94
2024 Q1	$465K	Sell	3,540 -20	-0.6%	-$2.5K	0.11%	81
2023 Q4	$466K	Sell	3,560 -911	-20%	-$98.6K	0.11%	81
2023 Q3	$479K	Hold	4,471	–	–	0.13%	78
2023 Q2	$416K	Sell	4,471 -1,817	-29%	-$157K	0.11%	83
2023 Q1	$552K	Buy	6,288 +1,708	+37%	+$151K	0.16%	66
2022 Q4	$340K	Sell	4,580 -290	-6%	-$25K	0.11%	71
2022 Q3	$408K	Buy	4,870 +1	+0%	+$97	0.13%	66
2022 Q2	$444K	Sell	4,869 -48	-1%	-$5.18K	0.14%	66
2022 Q1	$624K	Buy	4,917 +800	+19%	+$97.6K	0.17%	66
2021 Q4	$533K	Sell	4,117 -44	-1%	-$5.87K	0.14%	64
2021 Q3	$484K	Sell	4,161 -42	-1%	-$4.87K	0.14%	66
2021 Q2	$408K	Sell	4,203 -26	-0.6%	-$2.31K	0.12%	67
2021 Q1	$315K	Buy	4,229 +240	+6%	+$16.6K	0.1%	70
2020 Q4	$259K	Hold	3,989	–	–	0.09%	70
2020 Q3	$208K	Buy	3,989 +2,312	+138%	+$124K	0.09%	71
2020 Q2	$95K	Buy	+1,677	New	+$88.3K	0.04%	95
2019 Q1	–	Sell	-1,123	Closed	-$33K	–	96
2018 Q4	$33K	Buy	1,123 +9	+0.8%	+$297	0.02%	112
2018 Q3	$42K	Buy	1,114 +9	+0.8%	+$325	0.02%	110
2018 Q2	$36K	Buy	1,105 +5	+0.5%	+$159	0.02%	115
2018 Q1	$35K	Hold	1,100	–	–	0.02%	112
2017 Q4	$35K	Hold	1,100	–	–	0.02%	119
2017 Q3	$37K	Hold	1,100	–	–	0.03%	108
2017 Q2	$37K	Hold	1,100	–	–	0.03%	107
2017 Q1	$33K	Hold	1,100	–	–	0.03%	106
2016 Q4	$30K	Buy	+1,100	New	+$28.5K	0.02%	104

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return