Waterfront Wealth’s Blackstone BX Stock Holding History

Waterfront 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	$1.74M	Hold	14,100	–	–	0.27%	107
2026 Q1	$1.62M	Buy	14,100 +2,350	+20%	+$306K	0.3%	105
2025 Q4	$1.77M	Buy	11,750 +750	+7%	+$114K	0.34%	88
2025 Q3	$1.78M	Hold	11,000	–	–	0.36%	77
2025 Q2	$1.65M	Buy	11,000 +200	+2%	+$27.5K	0.37%	73
2025 Q1	$1.51M	Hold	10,800	–	–	0.37%	74
2024 Q4	$1.86M	Sell	10,800 -300	-3%	-$52.3K	0.45%	60
2024 Q3	$1.87M	Hold	11,100	–	–	0.46%	59
2024 Q2	$1.37M	Hold	11,100	–	–	0.37%	77
2024 Q1	$1.36M	Hold	11,100	–	–	0.38%	75
2023 Q4	$1.45M	Hold	11,100	–	–	0.43%	63
2023 Q3	$1.03M	Hold	11,100	–	–	0.34%	86
2023 Q2	$1.17M	Hold	11,100	–	–	0.35%	85
2023 Q1	$975K	Hold	11,100	–	–	0.32%	91
2022 Q4	$1.06M	Hold	11,100	–	–	0.37%	77
2022 Q3	$1.05M	Hold	11,100	–	–	0.4%	72
2022 Q2	$1.01M	Hold	11,100	–	–	0.41%	69
2022 Q1	$1.3M	Hold	11,100	–	–	0.46%	57
2021 Q4	$1.44M	Buy	+11,100	New	+$1.48M	0.57%	50

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Waterfront Wealth's BX Position: Q2 2026 in Review

Waterfront Wealth held its Blackstone (BX) position steady in Q2 2026 at 14,100 shares worth $1.74M. The position accounts for 0.27% of the portfolio, ranked #107.

Waterfront Wealth first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q3 2024. 902 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Waterfront Wealth held 14,100 shares of Blackstone worth $1.74M as of Q2 2026.
Waterfront Wealth left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.27% of Waterfront Wealth's portfolio in Q2 2026, its #107 holding.
Waterfront Wealth first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Waterfront Wealth's Blackstone position peaked at $1.87M in Q3 2024.
902 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.