BX — BLACKSTONE INC

Ownership history in Wealth Dimensions Group, Ltd.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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.

Peak position
0.13% (2021 Q3)
Avg. % of fund
0.08%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,195 -152 -11.3% 0.04% $204K $167.40
2024 Q4 REDUCED 1,347 -137 -9.2% 0.06% $232K $165.33
2024 Q3 REDUCED 1,484 -294 -16.5% 0.06% $227K $146.08
2021 Q4 ADDED 1,778 +1 +0.1% 0.11% $230K $111.64
2021 Q3 INITIATED 1,777 — — 0.13% $207K $99.60
% of Fund (quarterly)    BX price (monthly, adj. close)

Other funds also holding BX

As of 2025 Q4 — sorted by position size

John & Kathleen Schreiber Foundation 3Y 83.65% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 31.64% Highlander Partners, L.P. 3Y 13.5% Visualize Group LP 11.56% ACCOUNT MANAGEMENT LLC 3Y 7Y 11.21% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.58% Cryder Capital Partners LLP 3Y 7Y 9.93% Enstar Group LTD 3Y 9.8% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 9.54% SurgoCap Partners LP 8.85%
← Back to Wealth Dimensions Group, Ltd. Holdings