BX — BLACKSTONE INC

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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.

Peak position
2.14% (2022 Q1)
Avg. % of fund
1.47%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,091 -326 -1.3% 1.16% $3.7M $152.37
2025 Q3 ADDED 24,417 +704 +3.0% 1.34% $4.2M $167.40
2025 Q2 REDUCED 23,713 -538 -2.2% 1.33% $3.5M $145.67
2025 Q1 REDUCED 24,251 -92 -0.4% 1.42% $3.4M $135.18
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
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