BX BLACKSTONE GROUP INCORPORATED COM CLASS A

Ownership history in 1776 Wealth LLC  ·  26 quarters on record

AI Ownership Summary

1776 Wealth LLC reported BLACKSTONE GROUP INCORPORATED COM CLASS A (BX) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q3. The latest visible filing shows BX at 2.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in BLACKSTONE GROUP INCORPORATED COM CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BX was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1776 Wealth LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 36,132 +2,492 +7.4% 2.10% $5.6M 2026-02-14 (Est.) $129.86
2025 Q3 ADDED 33,640 +707 +2.1% 2.22% $5.7M 2025-11-06 $141.78
2025 Q2 ADDED 32,933 +5,980 +22.2% 2.03% $4.9M 2025-08-08 $165.50
2025 Q1 ADDED 26,953 +972 +3.7% 1.73% $3.8M 2025-05-06 $130.50
2024 Q4 ADDED 25,981 +2,484 +10.6% 2.06% $4.5M 2025-02-10 $163.06
2024 Q3 UNCHANGED 23,497 0% 1.61% $3.6M 2024-11-06 $169.13
2024 Q2 REDUCED 23,497 -400 -1.7% 1.31% $2.9M 2024-08-13 $127.21
2024 Q1 ADDED 23,897 +200 +0.8% 1.49% $3.1M 2024-05-10 $117.65
2023 Q4 ADDED 23,697 +900 +3.9% 1.54% $3.1M 2024-02-14 $120.54
2023 Q3 UNCHANGED 22,797 0% 1.29% $2.4M 2023-11-02 $91.81
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 1776 Wealth LLC and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning BX?

1776 Wealth LLC reported BX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BX position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for BX was 2.22% in 2025 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when 1776 Wealth LLC reported 36,132 shares, equal to 2.10% of portfolio, with an estimated market value of $5.6M.

What does the chart on this BX ownership page compare?

The chart compares 1776 Wealth LLC's quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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