Worth Asset Management’s Blackstone BX Stock Holding History

Worth Asset 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 Q3	$810K	Buy	+7,223	New	+$945K	0.24%	107
2025 Q4	–	Sell	-7,204	Closed	-$1.23M	–	162
2025 Q3	$1.23M	Buy	+7,204	New	+$1.23M	0.55%	33
2023 Q3	–	Sell	-200	Closed	-$18.6K	–	131
2023 Q2	$18.6K	Hold	200	–	–	0.01%	249
2023 Q1	$17.6K	Hold	200	–	–	0.01%	273
2022 Q4	$14.8K	Hold	200	–	–	0.01%	275
2022 Q3	$17K	Sell	200 -363	-64%	-$35.2K	0.01%	230
2022 Q2	$51K	Sell	563 -215	-28%	-$23.2K	0.03%	193
2022 Q1	$77K	Buy	+778	New	+$94.9K	0.05%	156

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Worth Asset Management's BX Position: Q3 2026 in Review

Worth Asset Management opened a new position in Blackstone (BX) in Q3 2026: 7,223 shares worth $810K. The stake represents 0.24% of the portfolio and ranks #107 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in BX as recently as Q3 2025.

Worth Asset Management first reported a position in BX in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2025. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Worth Asset Management held 7,223 shares of Blackstone worth $810K as of Q3 2026.
Blackstone was a new Worth Asset Management position in Q3 2026.
Blackstone made up 0.24% of Worth Asset Management's portfolio in Q3 2026, its #107 holding.
Worth Asset Management first reported a position in Blackstone in Q1 2022 and has held it in 8 quarters since.
Worth Asset Management's Blackstone position peaked at $1.23M in Q3 2025.
98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.