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Waterway Wealth Management’s Blackstone BX Stock Holding History

Waterway Wealth Management’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 		– Sell
-12,580
Closed -$1.45M – 98
2026
Q1 		$1.45M Buy
12,580
+3,033
+32% +$395K 0.32% 32
2025
Q4 		$1.47M Buy
9,547
+3,407
+55% +$518K 0.33% 33
2025
Q3 		$1.05M Buy
+6,140
New +$1.05M 0.25% 40

Other funds holding BX

Mirae Asset Global Investments
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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Waterway Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 12,580 shares — an estimated $1.45M sold.

Waterway Wealth Management first reported a position in BX in Q3 2025 and held it in 3 quarters. The position peaked at $1.47M in Q4 2025. 490 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Waterway Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Waterway Wealth Management sold 12,580 Blackstone shares in Q2 2026, an estimated $1.45M.
  • Waterway Wealth Management first reported a position in Blackstone in Q3 2025 and held it in 3 quarters.
  • Waterway Wealth Management's Blackstone position peaked at $1.47M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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