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Wolff Financial Management’s Blackstone BX Stock Holding History

Wolff Financial 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 		$209K Hold
1,775
– – 0.04% 104
2026
Q1 		$204K Hold
1,775
– – 0.05% 101
2025
Q4 		$274K Sell
1,775
-278
-14% -$42.2K 0.06% 88
2025
Q3 		$351K Buy
2,053
+2
+0.1% +$343 0.08% 81
2025
Q2 		$307K Buy
2,051
+2
+0.1% +$275 0.08% 80
2025
Q1 		$286K Buy
2,049
+2
+0.1% +$325 0.08% 81
2024
Q4 		$353K Buy
2,047
+2
+0.1% +$348 0.1% 74
2024
Q3 		$313K Buy
2,045
+1
+0% +$139 0.09% 82
2024
Q2 		$253K Buy
2,044
+2
+0.1% +$246 0.19% 40
2024
Q1 		$268K Buy
2,042
+2
+0.1% +$250 0.08% 87
2023
Q4 		$267K Buy
2,040
+2
+0.1% +$216 0.08% 83
2023
Q3 		$218K Buy
+2,038
New +$212K 0.07% 88
2022
Q2 		– Sell
-1,775
Closed -$225K – 102
2022
Q1 		$225K Hold
1,775
– – 0.09% 99
2021
Q4 		$230K Hold
1,775
– – 0.09% 100
2021
Q3 		$207K Buy
+1,775
New +$206K 0.18% 38

Other funds holding BX

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wolff Financial Management's BX Position: Q2 2026 in Review

Wolff Financial Management held its Blackstone (BX) position steady in Q2 2026 at 1,775 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #104.

Wolff Financial Management first reported a position in BX in Q3 2021 and has held it in 15 quarters since. The position peaked at $353K in Q4 2024. 447 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wolff Financial Management held 1,775 shares of Blackstone worth $209K as of Q2 2026.
  • Wolff Financial Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.04% of Wolff Financial Management's portfolio in Q2 2026, its #104 holding.
  • Wolff Financial Management first reported a position in Blackstone in Q3 2021 and has held it in 15 quarters since.
  • Wolff Financial Management's Blackstone position peaked at $353K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.