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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 $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.