Perissos Private Wealth Management’s Blackstone BX Stock Holding History

Perissos Private 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	$206K	Buy	1,793 +20	+1%	+$2.6K	0.18%	69
2025 Q4	$273K	Buy	1,773 +16	+0.9%	+$2.43K	0.24%	57
2025 Q3	$300K	Buy	1,757 +11	+0.6%	+$1.89K	0.22%	58
2025 Q2	$261K	Buy	1,746 +11	+0.6%	+$1.51K	0.21%	58
2025 Q1	$242K	Buy	1,735 +15	+0.9%	+$2.44K	0.22%	61
2024 Q4	$297K	Buy	1,720 +9	+0.5%	+$1.57K	0.22%	67
2024 Q3	$262K	Buy	1,711 +11	+0.6%	+$1.53K	0.21%	72
2024 Q2	$210K	Buy	1,700 +11	+0.7%	+$1.35K	0.19%	78
2024 Q1	$222K	Buy	+1,689	New	+$211K	0.2%	70

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perissos Private Wealth Management's BX Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Blackstone (BX) stake by 1.1% in Q1 2026, buying an estimated $2.6K and bringing the position to 1,793 shares worth $206K. The position accounts for 0.18% of the portfolio, ranked #69.

Perissos Private Wealth Management first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Perissos Private Wealth Management held 1,793 shares of Blackstone worth $206K as of Q1 2026.
Perissos Private Wealth Management bought 20 Blackstone shares in Q1 2026, an estimated $2.6K.
Blackstone made up 0.18% of Perissos Private Wealth Management's portfolio in Q1 2026, its #69 holding.
Perissos Private Wealth Management first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Blackstone position peaked at $300K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.