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Rise Advisors’s Blackstone BX Stock Holding History

Rise Advisors’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 		$224K Sell
1,902
-35
-2% -$4.21K 0.06% 95
2026
Q1 		$221K Sell
1,937
-392
-17% -$51K 0.08% 91
2025
Q4 		$359K Sell
2,329
-206
-8% -$31.3K 0.13% 61
2025
Q3 		$433K Sell
2,535
-220
-8% -$37.7K 0.16% 58
2025
Q2 		$412K Sell
2,755
-96
-3% -$13.2K 0.16% 55
2025
Q1 		$399K Buy
2,851
+37
+1% +$6.01K 0.18% 52
2024
Q4 		$485K Sell
2,814
-224
-7% -$39K 0.23% 42
2024
Q3 		$465K Buy
3,038
+139
+5% +$19.3K 0.22% 46
2024
Q2 		$359K Buy
2,899
+268
+10% +$33K 0.19% 55
2024
Q1 		$346K Buy
2,631
+265
+11% +$33.1K 0.18% 56
2023
Q4 		$310K Buy
2,366
+206
+10% +$22.3K 0.22% 46
2023
Q3 		$231K Buy
2,160
+429
+25% +$44.7K 0.18% 51
2023
Q2 		$161K Buy
1,731
+261
+18% +$22.5K 0.12% 75
2023
Q1 		$129K Buy
1,470
+562
+62% +$49.6K 0.1% 88
2022
Q4 		$67.4K Buy
908
+81
+10% +$7K 0.05% 131
2022
Q3 		$69K Buy
827
+373
+82% +$36.1K 0.06% 122
2022
Q2 		$41K Buy
454
+367
+422% +$39.6K 0.04% 158
2022
Q1 		$11K Sell
87
-34
-28% -$4.15K 0.01% 311
2021
Q4 		$15.6K Buy
+121
New +$16.1K 0.01% 276

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM