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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
Q2 		$213K Buy
1,810
+17
+0.9% +$2.04K 0.14% 76
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
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 $3.38T AUM 44.17% 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

Perissos Private Wealth Management's BX Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Blackstone (BX) stake by 0.95% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,810 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #76.

Perissos Private Wealth Management first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $300K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Perissos Private Wealth Management held 1,810 shares of Blackstone worth $213K as of Q2 2026.
  • Perissos Private Wealth Management bought 17 Blackstone shares in Q2 2026, an estimated $2.04K.
  • Blackstone made up 0.14% of Perissos Private Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Perissos Private Wealth Management first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Perissos Private Wealth Management's Blackstone position peaked at $300K in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.