Walser Wealth Management’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
$401K Buy
3,409
+718
+27% +$86.3K 0.17% 132
2026
Q1
$309K Buy
2,691
+643
+31% +$83.7K 0.14% 125
2025
Q4
$316K Buy
+2,048
New +$311K 0.17% 97

Other funds holding BX

Walser Wealth Management's BX Position: Q2 2026 in Review

Walser Wealth Management increased its Blackstone (BX) stake by 27% in Q2 2026, buying an estimated $86.3K and bringing the position to 3,409 shares worth $401K. The position accounts for 0.17% of the portfolio, ranked #132.

Walser Wealth Management first reported a position in BX in Q4 2025 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Walser Wealth Management held 3,409 shares of Blackstone worth $401K as of Q2 2026.
  • Walser Wealth Management bought 718 Blackstone shares in Q2 2026, an estimated $86.3K.
  • Blackstone made up 0.17% of Walser Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Walser Wealth Management first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.