WPC
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Waters Parkerson & Co’s Blackstone BX Stock Holding History

Waters Parkerson & Co’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 		$1.67M Sell
14,218
-228
-2% -$27.4K 0.08% 86
2026
Q1 		$1.66M Buy
14,446
+2,918
+25% +$380K 0.09% 84
2025
Q4 		$1.78M Sell
11,528
-1,100
-9% -$167K 0.09% 85
2025
Q3 		$2.16M Sell
12,628
-1,800
-12% -$308K 0.11% 81
2025
Q2 		$2.16M Sell
14,428
-424
-3% -$58.3K 0.11% 77
2025
Q1 		$2.08M Sell
14,852
-30
-0.2% -$4.87K 0.11% 79
2024
Q4 		$2.57M Hold
14,882
– – 0.14% 74
2024
Q3 		$2.28M Hold
14,882
– – 0.12% 76
2024
Q2 		$1.84M Sell
14,882
-771
-5% -$94.9K 0.1% 77
2024
Q1 		$2.06M Sell
15,653
-52
-0.3% -$6.49K 0.11% 75
2023
Q4 		$2.06M Sell
15,705
-120
-0.8% -$13K 0.11% 73
2023
Q3 		$1.7M Buy
15,825
+1,429
+10% +$149K 0.1% 77
2023
Q2 		$1.34M Hold
14,396
– – 0.08% 85
2023
Q1 		$1.26M Hold
14,396
– – 0.07% 85
2022
Q4 		$1.07M Hold
14,396
– – 0.06% 91
2022
Q3 		$1.21M Hold
14,396
– – 0.08% 83
2022
Q2 		$1.31M Buy
14,396
+850
+6% +$91.8K 0.08% 80
2022
Q1 		$1.72M Hold
13,546
– – 0.1% 77
2021
Q4 		$1.75M Hold
13,546
– – 0.09% 79
2021
Q3 		$1.58M Hold
13,546
– – 0.09% 80
2021
Q2 		$1.32M Hold
13,546
– – 0.08% 88
2021
Q1 		$1.01M Hold
13,546
– – 0.06% 88
2020
Q4 		$878K Buy
+13,546
New +$789K 0.06% 89

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Waters Parkerson & Co's BX Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Blackstone (BX) stake by 1.6% in Q2 2026, selling an estimated $27.4K and leaving 14,218 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #86.

Waters Parkerson & Co first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.57M in Q4 2024. 1,323 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Waters Parkerson & Co held 14,218 shares of Blackstone worth $1.67M as of Q2 2026.
  • Waters Parkerson & Co sold 228 Blackstone shares in Q2 2026, an estimated $27.4K.
  • Blackstone made up 0.08% of Waters Parkerson & Co's portfolio in Q2 2026, its #86 holding.
  • Waters Parkerson & Co first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Waters Parkerson & Co's Blackstone position peaked at $2.57M in Q4 2024.
  • 1,323 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.