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.
| 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 |
| 2024 Q4 | REDUCED | 24,343 | -638 | -2.6% | 1.49% | $4.2M | $165.33 |
| 2024 Q3 | REDUCED | 24,981 | -115 | -0.5% | 1.34% | $3.8M | $146.08 |
| 2024 Q2 | REDUCED | 25,096 | -734 | -2.8% | 1.13% | $3.1M | $117.42 |
| 2024 Q1 | REDUCED | 25,830 | -317 | -1.2% | 1.25% | $3.4M | $123.76 |
| 2023 Q4 | REDUCED | 26,147 | -1,928 | -6.9% | 1.29% | $3.4M | $122.40 |
| 2023 Q3 | REDUCED | 28,075 | -221 | -0.8% | 1.49% | $3.0M | $99.30 |
As of 2025 Q4 — sorted by position size