Ownership history in Wealth Architects, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in BLACKSTONE INC (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,703 | +16 | +0.9% | 0.03% | $291K | $167.40 |
| 2025 Q2 | ADDED | 1,687 | +789 | +87.9% | 0.03% | $252K | $145.67 |
| 2025 Q1 | REDUCED | 898 | -686 | -43.3% | 0.02% | $212K | $135.18 |
| 2024 Q4 | ADDED | 1,584 | +20 | +1.3% | 0.03% | $273K | $165.33 |
| 2024 Q3 | ADDED | 1,564 | +36 | +2.4% | 0.03% | $239K | $146.08 |
| 2024 Q1 | UNCHANGED | 1,528 | — | 0% | 0.03% | $201K | $123.76 |
| 2023 Q4 | INITIATED | 1,528 | — | — | 0.03% | $200K | — |
As of 2025 Q4 — sorted by position size