Silvia McColl Wealth Management’s Blackstone BX Stock Holding History

Silvia McColl 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	$461K	Sell	3,919 -90	-2%	-$10.8K	0.28%	76
2026 Q1	$461K	Buy	4,009 +860	+27%	+$112K	0.3%	74
2025 Q4	$485K	Hold	3,149	–	–	0.32%	71
2025 Q3	$538K	Sell	3,149 -100	-3%	-$17.1K	0.36%	62
2025 Q2	$486K	Hold	3,249	–	–	0.35%	68
2025 Q1	$454K	Buy	3,249 +240	+8%	+$39K	0.34%	68
2024 Q4	$519K	Hold	3,009	–	–	0.39%	60
2024 Q3	$461K	Hold	3,009	–	–	0.34%	65
2024 Q2	$373K	Hold	3,009	–	–	0.31%	70
2024 Q1	$379K	Hold	3,009	–	–	0.33%	69
2023 Q4	$394K	Hold	3,009	–	–	0.35%	65
2023 Q3	$322K	Sell	3,009 -115	-4%	-$12K	0.32%	70
2023 Q2	$290K	Hold	3,124	–	–	0.27%	81
2023 Q1	$274K	Hold	3,124	–	–	0.27%	81
2022 Q4	$232K	Buy	+3,124	New	+$270K	0.23%	92

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

PFS

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

Silvia McColl Wealth Management's BX Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its Blackstone (BX) stake by 2.2% in Q2 2026, selling an estimated $10.8K and leaving 3,919 shares worth $461K. The position accounts for 0.28% of the portfolio, ranked #76.

Silvia McColl Wealth Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $538K in Q3 2025. 399 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Silvia McColl Wealth Management held 3,919 shares of Blackstone worth $461K as of Q2 2026.
Silvia McColl Wealth Management sold 90 Blackstone shares in Q2 2026, an estimated $10.8K.
Blackstone made up 0.28% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #76 holding.
Silvia McColl Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Blackstone position peaked at $538K in Q3 2025.
399 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.