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 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 Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return