Willner & Heller’s Blackstone BX Stock Holding History

Willner & Heller’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	$612K	Buy	5,205 +48	+0.9%	+$5.77K	0.38%	77
2026 Q1	$593K	Buy	5,157 +32	+0.6%	+$4.16K	0.44%	72
2025 Q4	$790K	Buy	5,125 +45	+0.9%	+$6.84K	0.57%	51
2025 Q3	$868K	Sell	5,080 -6	-0.1%	-$1.03K	0.67%	41
2025 Q2	$761K	Buy	5,086 +34	+0.7%	+$4.67K	0.64%	45
2025 Q1	$706K	Buy	5,052 +43	+0.9%	+$6.98K	0.65%	47
2024 Q4	$864K	Sell	5,009 -26	-0.5%	-$4.53K	0.76%	33
2024 Q3	$771K	Buy	5,035 +32	+0.6%	+$4.44K	0.69%	41
2024 Q2	$619K	Sell	5,003 -134	-3%	-$16.5K	0.59%	49
2024 Q1	$675K	Sell	5,137 -41	-0.8%	-$5.12K	0.67%	46
2023 Q4	$678K	Buy	+5,178	New	+$560K	0.76%	43
2022 Q4	$430K	Buy	+5,794	New	+$500K	0.61%	55

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return