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Triangle Securities Wealth Management’s Blackstone BX Stock Holding History

Triangle Securities 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 		$10.3M Buy
88,720
+44,913
+103% +$5.4M 2.05% 9
2026
Q1 		$5.04M Buy
43,807
+418
+1% +$54.4K 1.14% 24
2025
Q4 		$6.69M Sell
43,389
-684
-2% -$104K 1.41% 18
2025
Q3 		$7.53M Sell
44,073
-1,252
-3% -$215K 1.7% 15
2025
Q2 		$6.78M Sell
45,325
-1,091
-2% -$150K 1.67% 14
2025
Q1 		$6.49M Sell
46,416
-1,202
-3% -$195K 1.67% 14
2024
Q4 		$8.21M Sell
47,618
-2,653
-5% -$462K 2.11% 10
2024
Q3 		$7.7M Sell
50,271
-1,538
-3% -$213K 1.99% 11
2024
Q2 		$6.41M Sell
51,809
-1,798
-3% -$221K 1.81% 11
2024
Q1 		$7.04M Sell
53,607
-3,168
-6% -$396K 2.01% 10
2023
Q4 		$7.43M Sell
56,775
-908
-2% -$98.2K 2.31% 5
2023
Q3 		$6.18M Sell
57,683
-607
-1% -$63.2K 2.2% 7
2023
Q2 		$5.42M Sell
58,290
-414
-0.7% -$35.8K 1.86% 10
2023
Q1 		$5.16M Sell
58,704
-1,223
-2% -$108K 1.84% 11
2022
Q4 		$4.45M Sell
59,927
-564
-0.9% -$48.7K 1.63% 13
2022
Q3 		$5.06M Buy
60,491
+2,319
+4% +$225K 2.07% 8
2022
Q2 		$5.31M Sell
58,172
-2,697
-4% -$291K 2.07% 6
2022
Q1 		$7.73M Sell
60,869
-566
-0.9% -$69K 2.59% 6
2021
Q4 		$7.95M Sell
61,435
-913
-1% -$122K 2.49% 7
2021
Q3 		$7.25M Buy
62,348
+918
+1% +$107K 2.46% 6
2021
Q2 		$5.97M Buy
61,430
+2,384
+4% +$212K 2.02% 8
2021
Q1 		$4.4M Buy
59,046
+7,550
+15% +$521K 1.59% 11
2020
Q4 		$3.34M Buy
+51,496
New +$3M 1.32% 13

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return