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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
2020
Q4 		– Sell
-40,000
Closed -$223K – 1064
2020
Q3 		$223K Hold
40,000
– – 0.03% 355
2020
Q2 		$235K Buy
+40,000
New +$2.11M 0.04% 307

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management's BX Position: Q2 2026 in Review

Perigon Wealth Management increased its Blackstone (BX) stake by 0.98% in Q2 2026, buying an estimated $69.7K and bringing the position to 60,053 shares worth $7.07M. The position accounts for 0.11% of the portfolio, ranked #174.

Perigon Wealth Management first reported a position in BX in Q1 2015 and has held it in 40 quarters since. The position peaked at $10.9M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Perigon Wealth Management held 60,053 shares of Blackstone worth $7.07M as of Q2 2026.
  • Perigon Wealth Management bought 580 Blackstone shares in Q2 2026, an estimated $69.7K.
  • Blackstone made up 0.11% of Perigon Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Perigon Wealth Management first reported a position in Blackstone in Q1 2015 and has held it in 40 quarters since.
  • Perigon Wealth Management's Blackstone position peaked at $10.9M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.