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Perigon Wealth Management’s Blackstone BX Stock Holding History

Perigon 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
Q1 		$6.84M Sell
59,473
-1,110
-2% -$144K 0.12% 164
2025
Q4 		$9.34M Sell
60,583
-1,286
-2% -$195K 0.17% 119
2025
Q3 		$10.6M Sell
61,869
-615
-1% -$105K 0.22% 98
2025
Q2 		$9.35M Buy
62,484
+1,949
+3% +$268K 0.22% 100
2025
Q1 		$8.46M Sell
60,535
-942
-2% -$153K 0.22% 107
2024
Q4 		$10.9M Sell
61,477
-1,747
-3% -$304K 0.27% 82
2024
Q3 		$9.68M Sell
63,224
-6,951
-10% -$964K 0.26% 81
2024
Q2 		$8.69M Sell
70,175
-6,817
-9% -$839K 0.25% 81
2024
Q1 		$10.1M Sell
76,992
-5,715
-7% -$714K 0.31% 72
2023
Q4 		$10.8M Sell
82,707
-14,062
-15% -$1.52M 0.35% 63
2023
Q3 		$10.4M Sell
96,769
-5,956
-6% -$620K 0.42% 54
2023
Q2 		$9.55M Buy
102,725
+8,715
+9% +$753K 0.38% 61
2023
Q1 		$8.26M Sell
94,010
-5,000
-5% -$442K 0.47% 47
2022
Q4 		$7.35M Buy
99,010
+58,647
+145% +$5.06M 0.46% 46
2022
Q3 		$3.38M Buy
40,363
+3,271
+9% +$317K 0.29% 73
2022
Q2 		$3.38M Buy
37,092
+1,385
+4% +$150K 0.28% 80
2022
Q1 		$4.53M Buy
35,707
+221
+0.6% +$27K 0.32% 66
2021
Q4 		$4.59M Buy
35,486
+467
+1% +$62.3K 0.33% 64
2021
Q3 		$4.07M Sell
35,019
-729
-2% -$84.6K 0.35% 61
2021
Q2 		$3.47M Sell
35,748
-15,106
-30% -$1.34M 0.31% 71
2021
Q1 		$3.79M Buy
50,854
+3,134
+7% +$216K 0.39% 56
2020
Q4 		$3.09M Sell
47,720
-22,746
-32% -$1.32M 0.36% 58
2020
Q3 		$3.68M Buy
70,466
+473
+0.7% +$25.3K 0.51% 40
2020
Q2 		$3.97M Buy
69,993
+152
+0.2% +$8K 0.63% 35
2020
Q1 		$3.43M Buy
69,841
+65,047
+1,357% +$3.6M 0.64% 38
2019
Q4 		$268K Hold
4,794
– – 0.05% 214
2019
Q3 		$226K Buy
+4,794
New +$234K 0.05% 212
2019
Q1 		– Sell
-18,894
Closed -$623K – 225
2018
Q4 		$623K Buy
+18,894
New +$625K 0.16% 105
2018
Q2 		– Sell
-700
Closed -$22K – 287
2018
Q1 		$22K Buy
+700
New +$23.9K 0.01% 424
2017
Q4 		– Sell
-570
Closed -$19K – 611
2017
Q3 		$19K Sell
570
-19,552
-97% -$643K 0.01% 452
2017
Q2 		$671K Buy
20,122
+400
+2% +$12.5K 0.15% 150
2017
Q1 		$586K Sell
19,722
-1,078
-5% -$32.4K 0.12% 165
2016
Q4 		$617K Sell
20,800
-10,461
-33% -$271K 0.13% 151
2016
Q3 		$798K Buy
31,261
+6,438
+26% +$170K 0.2% 106
2016
Q2 		$609K Buy
+24,823
New +$660K 0.16% 129
2016
Q1 		– Sell
-42,607
Closed -$1.25M – 270
2015
Q4 		$1.25M Sell
42,607
-25,910
-38% -$826K 0.34% 81
2015
Q3 		$2.13M Buy
68,517
+2
+0% +$72 0.63% 43
2015
Q2 		$2.75M Buy
68,515
+525
+0.8% +$21.6K 0.72% 37
2015
Q1 		$2.6M Buy
+67,990
New +$2.46M 0.71% 37

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perigon Wealth Management's BX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Blackstone (BX) stake by 1.8% in Q1 2026, selling an estimated $144K and leaving 59,473 shares worth $6.84M. The position accounts for 0.12% of the portfolio, ranked #164.

Perigon Wealth Management first reported a position in BX in Q1 2015 and has held it in 39 quarters since. The position peaked at $10.9M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Perigon Wealth Management held 59,473 shares of Blackstone worth $6.84M as of Q1 2026.
  • Perigon Wealth Management sold 1,110 Blackstone shares in Q1 2026, an estimated $144K.
  • Blackstone made up 0.12% of Perigon Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Perigon Wealth Management first reported a position in Blackstone in Q1 2015 and has held it in 39 quarters since.
  • Perigon Wealth Management's Blackstone position peaked at $10.9M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.