RMR Wealth Builders’s Blackstone BX Stock Holding History

RMR Wealth Builders’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	$1.17M	Sell	9,901 -21,388	-68%	-$2.57M	0.07%	120
2026 Q1	$3.6M	Buy	31,289 +9,169	+41%	+$1.19M	0.28%	50
2025 Q4	$3.41M	Sell	22,120 -341	-2%	-$51.8K	0.27%	53
2025 Q3	$3.84M	Sell	22,461 -764	-3%	-$131K	0.32%	44
2025 Q2	$3.47M	Buy	23,225 +3,202	+16%	+$440K	0.32%	42
2025 Q1	$2.8M	Buy	20,023 +1,752	+10%	+$284K	0.29%	44
2024 Q4	$3.15M	Buy	18,271 +8,371	+85%	+$1.46M	0.33%	41
2024 Q3	$1.52M	Buy	9,900 +362	+4%	+$50.2K	0.16%	78
2024 Q2	$1.18M	Sell	9,538 -1,745	-15%	-$215K	0.14%	86
2024 Q1	$1.48M	Buy	11,283 +538	+5%	+$67.2K	0.18%	72
2023 Q4	$1.41M	Sell	10,745 -1,486	-12%	-$161K	0.2%	61
2023 Q3	$1.31M	Buy	12,231 +18	+0.1%	+$1.87K	0.21%	54
2023 Q2	$1.14M	Buy	12,213 +24	+0.2%	+$2.07K	0.19%	60
2023 Q1	$1.07M	Buy	12,189 +501	+4%	+$44.3K	0.2%	56
2022 Q4	$867K	Buy	11,688 +1,840	+19%	+$159K	0.2%	63
2022 Q3	$824K	Buy	9,848 +2,550	+35%	+$247K	0.2%	56
2022 Q2	$666K	Sell	7,298 -1,429	-16%	-$154K	0.17%	88
2022 Q1	$1.11M	Buy	8,727 +5,287	+154%	+$645K	0.24%	64
2021 Q4	$445K	Sell	3,440 -5,821	-63%	-$776K	0.13%	73
2021 Q3	$1.08M	Buy	9,261 +500	+6%	+$58K	0.32%	51
2021 Q2	$851K	Sell	8,761 -771	-8%	-$68.5K	0.28%	60
2021 Q1	$710K	Buy	9,532 +1,111	+13%	+$76.7K	0.18%	77
2020 Q4	$546K	Sell	8,421 -4,090	-33%	-$238K	0.27%	70
2020 Q3	$653K	Buy	12,511 +6,090	+95%	+$326K	0.17%	93
2020 Q2	$364K	Buy	+6,421	New	+$338K	0.32%	73
2019 Q4	$49K	Buy	+874	New	+$45.3K	0.05%	231

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RMR Wealth Builders's BX Position: Q2 2026 in Review

RMR Wealth Builders reduced its Blackstone (BX) stake by 68% in Q2 2026, selling an estimated $2.57M and leaving 9,901 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #120.

RMR Wealth Builders first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.84M in Q3 2025. 673 funds tracked by Wall St. Rank hold BX as of Q2 2026.

RMR Wealth Builders held 9,901 shares of Blackstone worth $1.17M as of Q2 2026.
RMR Wealth Builders sold 21,388 Blackstone shares in Q2 2026, an estimated $2.57M.
Blackstone made up 0.07% of RMR Wealth Builders's portfolio in Q2 2026, its #120 holding.
RMR Wealth Builders first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's Blackstone position peaked at $3.84M in Q3 2025.
673 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.