QTR Family Wealth’s Blackstone BX Stock Holding History

QTR Family Wealth’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	$624K	Sell	5,303 -136	-3%	-$16.3K	0.22%	102
2026 Q1	$687K	Sell	5,439 -549	-9%	-$71.4K	0.29%	81
2025 Q4	$801K	Buy	5,988 +730	+14%	+$111K	0.35%	62
2025 Q3	$898K	Buy	5,258 +987	+23%	+$169K	0.43%	48
2025 Q2	$639K	Buy	4,271 +1,002	+31%	+$138K	0.4%	55
2025 Q1	$457K	Buy	+3,269	New	+$531K	0.34%	77

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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

QTR Family Wealth's BX Position: Q2 2026 in Review

QTR Family Wealth reduced its Blackstone (BX) stake by 2.5% in Q2 2026, selling an estimated $16.3K and leaving 5,303 shares worth $624K. The position accounts for 0.22% of the portfolio, ranked #102.

QTR Family Wealth first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $898K in Q3 2025. 780 funds tracked by Wall St. Rank hold BX as of Q2 2026.

QTR Family Wealth held 5,303 shares of Blackstone worth $624K as of Q2 2026.
QTR Family Wealth sold 136 Blackstone shares in Q2 2026, an estimated $16.3K.
Blackstone made up 0.22% of QTR Family Wealth's portfolio in Q2 2026, its #102 holding.
QTR Family Wealth first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's Blackstone position peaked at $898K in Q3 2025.
780 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.