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 Q3	$1.59M	Buy	14,480 +380	+3%	+$49.7K	0.25%	116
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Waterfront Wealth's BX Position: Q3 2026 in Review

Waterfront Wealth increased its Blackstone (BX) stake by 2.7% in Q3 2026, buying an estimated $49.7K and bringing the position to 14,480 shares worth $1.59M. The position accounts for 0.25% of the portfolio, ranked #116.

Waterfront Wealth first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.87M in Q3 2024. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Waterfront Wealth held 14,480 shares of Blackstone worth $1.59M as of Q3 2026.
Waterfront Wealth bought 380 Blackstone shares in Q3 2026, an estimated $49.7K.
Blackstone made up 0.25% of Waterfront Wealth's portfolio in Q3 2026, its #116 holding.
Waterfront Wealth first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
Waterfront Wealth's Blackstone position peaked at $1.87M in Q3 2024.
1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.