Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Blackstone BX Stock Holding History

Sheets Smith Wealth Management’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
Q3 		$1.74M Sell
15,524
-625
-4% -$81.8K 0.18% 116
2026
Q2 		$1.9M Buy
16,149
+5,761
+55% +$692K 0.19% 112
2026
Q1 		$1.19M Buy
10,388
+5,396
+108% +$702K 0.13% 159
2025
Q4 		$769K Sell
4,992
-32
-0.6% -$4.86K 0.08% 219
2025
Q3 		$858K Sell
5,024
-2,250
-31% -$385K 0.1% 196
2025
Q2 		$1.09M Hold
7,274
– – 0.13% 153
2025
Q1 		$1.02M Sell
7,274
-40
-0.5% -$6.49K 0.13% 155
2024
Q4 		$1.26M Buy
7,314
+200
+3% +$34.8K 0.15% 131
2024
Q3 		$1.09M Sell
7,114
-3,620
-34% -$502K 0.13% 149
2024
Q2 		$1.33M Hold
10,734
– – 0.16% 134
2024
Q1 		$1.41M Buy
10,734
+320
+3% +$40K 0.16% 133
2023
Q4 		$1.36M Sell
10,414
-700
-6% -$75.7K 0.19% 109
2023
Q3 		$1.19M Sell
11,114
-275
-2% -$28.6K 0.18% 120
2023
Q2 		$1.06M Sell
11,389
-470
-4% -$40.6K 0.15% 129
2023
Q1 		$1.04M Hold
11,859
– – 0.16% 128
2022
Q4 		$880K Hold
11,859
– – 0.14% 143
2022
Q3 		$993K Buy
11,859
+149
+1% +$14.4K 0.17% 125
2022
Q2 		$1.07M Sell
11,710
-725
-6% -$78.3K 0.18% 122
2022
Q1 		$1.58M Sell
12,435
-34
-0.3% -$4.15K 0.22% 103
2021
Q4 		$1.61M Buy
12,469
+5,190
+71% +$692K 0.2% 111
2021
Q3 		$847K Sell
7,279
-116
-2% -$13.5K 0.11% 155
2021
Q2 		$718K Hold
7,395
– – 0.1% 177
2021
Q1 		$551K Hold
7,395
– – 0.08% 191
2020
Q4 		$479K Hold
7,395
– – 0.07% 205
2020
Q3 		$386K Hold
7,395
– – 0.07% 214
2020
Q2 		$419K Buy
7,395
+1,000
+16% +$52.6K 0.08% 172
2020
Q1 		$291K Buy
6,395
+2,420
+61% +$134K 0.06% 209
2019
Q4 		$222K Buy
+3,975
New +$206K 0.04% 302

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Sheets Smith Wealth Management's BX Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Blackstone (BX) stake by 3.9% in Q3 2026, selling an estimated $81.8K and leaving 15,524 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #116.

Sheets Smith Wealth Management first reported a position in BX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.9M in Q2 2026. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Sheets Smith Wealth Management held 15,524 shares of Blackstone worth $1.74M as of Q3 2026.
  • Sheets Smith Wealth Management sold 625 Blackstone shares in Q3 2026, an estimated $81.8K.
  • Blackstone made up 0.18% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Sheets Smith Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 28 quarters since.
  • Sheets Smith Wealth Management's Blackstone position peaked at $1.9M in Q2 2026.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.