Waldron Private Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.35M | Buy |
45,431
+14
| +0% | +$1.68K | 0.19% | 57 |
|
|
2026
Q1 | $5.22M | Sell |
45,417
-3,761
| -8% | -$489K | 0.2% | 53 |
|
|
2025
Q4 | $7.58M | Sell |
49,178
-4,880
| -9% | -$742K | 0.3% | 46 |
|
|
2025
Q3 | $9.24M | Buy |
54,058
+104
| +0.2% | +$17.8K | 0.37% | 38 |
|
|
2025
Q2 | $8.07M | Buy |
53,954
+4,988
| +10% | +$685K | 0.35% | 40 |
|
|
2025
Q1 | $6.84M | Sell |
48,966
-52,572
| -52% | -$8.53M | 0.32% | 42 |
|
|
2024
Q4 | $17.5M | Buy |
101,538
+50,512
| +99% | +$8.8M | 0.7% | 29 |
|
|
2024
Q3 | $7.81M | Sell |
51,026
-246
| -0.5% | -$34.1K | 0.32% | 44 |
|
|
2024
Q2 | $6.35M | Sell |
51,272
-51
| -0.1% | -$6.28K | 0.28% | 49 |
|
|
2024
Q1 | $6.74M | Buy |
51,323
+605
| +1% | +$75.6K | 0.3% | 46 |
|
|
2023
Q4 | $6.64M | Buy |
50,718
+2,551
| +5% | +$276K | 0.32% | 44 |
|
|
2023
Q3 | $5.16M | Buy |
48,167
+136
| +0.3% | +$14.2K | 0.27% | 52 |
|
|
2023
Q2 | $4.47M | Sell |
48,031
-448
| -0.9% | -$38.7K | 0.22% | 57 |
|
|
2023
Q1 | $4.26M | Buy |
48,479
+7,246
| +18% | +$640K | 0.21% | 65 |
|
|
2022
Q4 | $3.45M | Hold |
41,233
| – | – | 0.21% | 71 |
|
|
2022
Q3 | $3.45M | Buy |
41,233
+84
| +0.2% | +$8.13K | 0.21% | 71 |
|
|
2022
Q2 | $3.75M | Buy |
41,149
+142
| +0.3% | +$15.3K | 0.21% | 69 |
|
|
2022
Q1 | $5.21M | Buy |
41,007
+955
| +2% | +$116K | 0.27% | 59 |
|
|
2021
Q4 | $5.18M | Buy |
40,052
+144
| +0.4% | +$19.2K | 0.26% | 62 |
|
|
2021
Q3 | $4.64M | Hold |
39,908
| – | – | 0.27% | 57 |
|
|
2021
Q2 | $3.88M | Hold |
39,908
| – | – | 0.25% | 60 |
|
|
2021
Q1 | $2.97M | Hold |
39,908
| – | – | 0.21% | 67 |
|
|
2020
Q4 | $2.59M | Sell |
39,908
-7,700
| -16% | -$448K | 0.19% | 69 |
|
|
2020
Q3 | $2.48M | Sell |
47,608
-9,106
| -16% | -$487K | 0.21% | 66 |
|
|
2020
Q2 | $3.21M | Buy |
56,714
+6
| +0% | +$316 | 0.28% | 53 |
|
|
2020
Q1 | $2.58M | Buy |
56,708
+20
| +0% | +$1.11K | 0.28% | 63 |
|
|
2019
Q4 | $3.17M | Sell |
56,688
-12,002
| -17% | -$623K | 0.28% | 55 |
|
|
2019
Q3 | $3.35M | Buy |
68,690
+9,767
| +17% | +$476K | 0.34% | 51 |
|
|
2019
Q2 | $2.62M | Sell |
58,923
-48
| -0.1% | -$1.91K | 0.28% | 42 |
|
|
2019
Q1 | $2.06M | Buy |
58,971
+32,335
| +121% | +$1.08M | 0.23% | 51 |
|
|
2018
Q4 | $794K | Buy |
+26,636
| New | +$880K | 0.11% | 88 |
|
|
2017
Q2 | – | Sell |
-22,269
| Closed | -$661K | – | 150 |
|
|
2017
Q1 | $661K | Buy |
+22,269
| New | +$670K | 0.17% | 82 |
|
Other funds holding BX
Waldron Private Wealth's BX Position: Q2 2026 in Review
Waldron Private Wealth increased its Blackstone (BX) stake by 0.03% in Q2 2026, buying an estimated $1.68K and bringing the position to 45,431 shares worth $5.35M. The position accounts for 0.19% of the portfolio, ranked #57.
Waldron Private Wealth first reported a position in BX in Q1 2017 and has held it in 32 quarters since. The position peaked at $17.5M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Waldron Private Wealth held 45,431 shares of Blackstone worth $5.35M as of Q2 2026.
- Waldron Private Wealth bought 14 Blackstone shares in Q2 2026, an estimated $1.68K.
- Blackstone made up 0.19% of Waldron Private Wealth's portfolio in Q2 2026, its #57 holding.
- Waldron Private Wealth first reported a position in Blackstone in Q1 2017 and has held it in 32 quarters since.
- Waldron Private Wealth's Blackstone position peaked at $17.5M in Q4 2024.
- 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.