Whipplewood Advisors’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
$1M Buy
8,501
+2,428
+40% +$292K 0.67% 39
2026
Q1
$698K Buy
6,073
+4,064
+202% +$529K 0.36% 76
2025
Q4
$310K Buy
+2,009
New +$305K 0.2% 102
2025
Q3
Sell
-64
Closed -$9.57K 419
2025
Q2
$9.57K Sell
64
-10,612
-99% -$1.46M 0.01% 573
2025
Q1
$8.95K Buy
10,676
+10,612
+16,581% +$1.72M 0.01% 581
2024
Q4
$11K Buy
+64
New +$11.2K 0.01% 542

Other funds holding BX

Whipplewood Advisors's BX Position: Q2 2026 in Review

Whipplewood Advisors increased its Blackstone (BX) stake by 40% in Q2 2026, buying an estimated $292K and bringing the position to 8,501 shares worth $1M. The position accounts for 0.67% of the portfolio, ranked #39.

Whipplewood Advisors first reported a position in BX in Q4 2024 and has held it in 6 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Whipplewood Advisors held 8,501 shares of Blackstone worth $1M as of Q2 2026.
  • Whipplewood Advisors bought 2,428 Blackstone shares in Q2 2026, an estimated $292K.
  • Blackstone made up 0.67% of Whipplewood Advisors's portfolio in Q2 2026, its #39 holding.
  • Whipplewood Advisors first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.