Sweeney & Michel’s Blackstone BX Stock Holding History

Sweeney & Michel’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	$602K	Buy	5,372 +42	+0.8%	+$5.5K	0.16%	84
2026 Q2	$731K	Buy	5,330 +37	+0.7%	+$4.45K	0.19%	72
2026 Q1	$645K	Buy	5,293 +117	+2%	+$15.2K	0.19%	76
2025 Q4	$691K	Sell	5,176 -435	-8%	-$66.1K	0.2%	71
2025 Q3	$863K	Sell	5,611 -803	-13%	-$138K	0.29%	59
2025 Q2	$1.04M	Sell	6,414 -302	-4%	-$41.5K	0.37%	48
2025 Q1	$806K	Buy	+6,716	New	+$1.09M	0.35%	51
2024 Q3	$1.16M	Buy	6,723 +28	+0.4%	+$3.88K	0.46%	41
2024 Q2	$812K	Sell	6,695 -11	-0.2%	-$1.35K	0.35%	51
2024 Q1	$845K	Buy	+6,706	New	+$837K	0.37%	49
2023 Q3	$670K	Buy	6,760 +37	+0.6%	+$3.85K	0.35%	51
2023 Q2	$698K	Buy	6,723 +35	+0.5%	+$3.02K	0.36%	47
2023 Q1	$584K	Buy	+6,688	New	+$591K	0.31%	53

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

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 Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Sweeney & Michel's BX Position: Q3 2026 in Review

Sweeney & Michel increased its Blackstone (BX) stake by 0.79% in Q3 2026, buying an estimated $5.5K and bringing the position to 5,372 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #84.

Sweeney & Michel first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q3 2024. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Sweeney & Michel held 5,372 shares of Blackstone worth $602K as of Q3 2026.
Sweeney & Michel bought 42 Blackstone shares in Q3 2026, an estimated $5.5K.
Blackstone made up 0.16% of Sweeney & Michel's portfolio in Q3 2026, its #84 holding.
Sweeney & Michel first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Blackstone position peaked at $1.16M in Q3 2024.
627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.