Richards, Merrill & Peterson’s Blackstone BX Stock Holding History

Richards, Merrill & Peterson’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	$991K	Sell	8,421 -913	-10%	-$110K	0.31%	79
2026 Q1	$1.07M	Buy	9,334 +1,593	+21%	+$207K	0.39%	64
2025 Q4	$1.19M	Buy	7,741 +1,121	+17%	+$170K	0.46%	60
2025 Q3	$1.13M	Buy	6,620 +448	+7%	+$76.8K	0.49%	53
2025 Q2	$923K	Buy	6,172 +94	+2%	+$12.9K	0.44%	64
2025 Q1	$850K	Buy	6,078 +66	+1%	+$10.7K	0.44%	64
2024 Q4	$1.04M	Buy	+6,012	New	+$1.05M	0.54%	49

Other funds holding BX

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Richards, Merrill & Peterson's BX Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Blackstone (BX) stake by 9.8% in Q2 2026, selling an estimated $110K and leaving 8,421 shares worth $991K. The position accounts for 0.31% of the portfolio, ranked #79.

Richards, Merrill & Peterson first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 819 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Richards, Merrill & Peterson held 8,421 shares of Blackstone worth $991K as of Q2 2026.
Richards, Merrill & Peterson sold 913 Blackstone shares in Q2 2026, an estimated $110K.
Blackstone made up 0.31% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #79 holding.
Richards, Merrill & Peterson first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Blackstone position peaked at $1.19M in Q4 2025.
819 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.