Waldron Private Wealth’s Blackstone BX Stock Holding History

Waldron Private Wealth’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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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. 962 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.
962 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.