Robertson Stephens Wealth Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.1M	Buy	70,461 +4,612	+7%	+$600K	0.23%	86
2025 Q4	$10.1M	Buy	65,849 +57,381	+678%	+$8.72M	0.29%	72
2025 Q3	$1.45M	Buy	8,468 +1,301	+18%	+$223K	0.04%	213
2025 Q2	$1.07M	Buy	7,167 +1,539	+27%	+$211K	0.04%	263
2025 Q1	$787K	Buy	5,628 +724	+15%	+$118K	0.03%	293
2024 Q4	$845K	Sell	4,904 -2,787	-36%	-$486K	0.03%	275
2024 Q3	$1.18M	Buy	7,691 +4,034	+110%	+$560K	0.04%	259
2024 Q2	$453K	Sell	3,657 -213	-6%	-$26.2K	0.02%	347
2024 Q1	$508K	Buy	3,870 +1,596	+70%	+$199K	0.03%	339
2023 Q4	$298K	Sell	2,274 -1,711	-43%	-$185K	0.02%	383
2023 Q3	$427K	Buy	3,985 +521	+15%	+$54.3K	0.03%	325
2023 Q2	$322K	Buy	+3,464	New	+$299K	0.02%	344
2022 Q2	–	Sell	-2,641	Closed	-$335K	–	380
2022 Q1	$335K	Sell	2,641 -2,469	-48%	-$301K	0.03%	294
2021 Q4	$661K	Buy	+5,110	New	+$681K	0.06%	232