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Prentice Wealth Management’s Blackstone BX Stock Holding History

Prentice 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 		$799K Buy
6,787
+531
+8% +$63.8K 0.16% 63
2026
Q1 		$719K Buy
6,256
+80
+1% +$10.4K 0.16% 69
2025
Q4 		$952K Buy
6,176
+279
+5% +$42.4K 0.22% 57
2025
Q3 		$1.01M Buy
5,897
+130
+2% +$22.3K 0.25% 48
2025
Q2 		$863K Sell
5,767
-44
-0.8% -$6.05K 0.23% 49
2025
Q1 		$812K Sell
5,811
-465
-7% -$75.5K 0.23% 50
2024
Q4 		$1.08M Sell
6,276
-56
-0.9% -$9.76K 0.31% 42
2024
Q3 		$970K Sell
6,332
-213
-3% -$29.6K 0.29% 45
2024
Q2 		$810K Sell
6,545
-131
-2% -$16.1K 0.26% 48
2024
Q1 		$877K Buy
6,676
+338
+5% +$42.2K 0.3% 44
2023
Q4 		$830K Buy
6,338
+141
+2% +$15.3K 0.32% 38
2023
Q3 		$664K Sell
6,197
-75
-1% -$7.81K 0.3% 43
2023
Q2 		$583K Buy
6,272
+218
+4% +$18.8K 0.26% 45
2023
Q1 		$532K Sell
6,054
-100
-2% -$8.83K 0.25% 45
2022
Q4 		$457K Sell
6,154
-73
-1% -$6.3K 0.23% 50
2022
Q3 		$521K Buy
6,227
+1,652
+36% +$160K 0.28% 36
2022
Q2 		$417K Buy
4,575
+85
+2% +$9.18K 0.42% 25
2022
Q1 		$570K Buy
4,490
+162
+4% +$19.8K 0.27% 40
2021
Q4 		$560K Sell
4,328
-139
-3% -$18.5K 0.26% 41
2021
Q3 		$520K Sell
4,467
-4
-0.1% -$464 0.25% 42
2021
Q2 		$434K Buy
4,471
+198
+5% +$17.6K 0.22% 49
2021
Q1 		$318K Buy
+4,273
New +$295K 0.18% 56

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return