Peterson Wealth Services
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Peterson Wealth Services’s Blackstone BX Stock Holding History

Peterson Wealth Services’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
Q3 		– Sell
-32
Closed -$3.76K – 230
2026
Q2 		$3.76K Buy
+32
New +$3.84K ﹤0.01% 209

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Markel Group
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Peterson Wealth Services's BX Position: Q3 2026 in Review

Peterson Wealth Services sold out of Blackstone (BX) in Q3 2026, closing a stake of 32 shares — an estimated $3.76K sold.

Peterson Wealth Services first reported a position in BX in Q2 2026 and held it in 1 quarter. The position peaked at $3.76K in Q2 2026. 883 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Peterson Wealth Services reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 32 Blackstone shares in Q3 2026, an estimated $3.76K.
  • Peterson Wealth Services first reported a position in Blackstone in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Services's Blackstone position peaked at $3.76K in Q2 2026.
  • 883 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.