Whetstone Capital Advisors, LLC BX BLACKSTONE INC

Ownership history in Whetstone Capital Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Whetstone Capital Advisors, LLC reported BLACKSTONE INC (BX) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows BX at 0.09% 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.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whetstone Capital Advisors, LLC's position in BLACKSTONE INC, 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
2026 Q1

BX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Whetstone Capital Advisors, LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,284 +819 +55.9% 0.09% $263K 2026-05-15 $117.89
2025 Q4 ADDED 1,465 +230 +18.6% 0.07% $226K 2026-02-13 $128.67
2025 Q3 REDUCED 10.0% -8.4% 1,235 -137 -10.0% 0.06% $211K 2025-11-14 $138.53
2024 Q3 INITIATED 1,372 0.10% $210K 2024-11-13 $172.50

FAQ About Whetstone Capital Advisors, 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 Whetstone Capital Advisors, LLC reported owning BX?

Whetstone Capital Advisors, LLC reported BX across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BX position in Whetstone Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for BX was 0.10% in 2024 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q1, when Whetstone Capital Advisors, LLC reported 2,284 shares, equal to 0.09% of portfolio, with an estimated market value of $263K.

What does the chart on this BX ownership page compare?

The chart compares Whetstone Capital Advisors, 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.

How well did Whetstone Capital Advisors, LLC time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Whetstone Capital Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BX relative to SPY over the holding period was -40.9%.

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