Westover Capital Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1483467 WILMINGTON, DE

Position in BX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$632,240

-$166,825 QoQ

Shares Held

5,373

-22.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,229

of 2,112 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $3,364,170 across 5 Asset Management names. BX ranks #4 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	4,994	$846,982
2	APO	Apollo Global Management, Inc.	6,333	$749,257
3	KKR	KKR & Co. Inc.	8,065	$740,205
4	BX	Blackstone Inc. This page	5,373	$632,240
5	NTRS	Northern Trust Corp	2,275	$395,486

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,240	5,373	-22.7%	Shares	Sole	2026-08-04
2026-03-31	$799,065	6,949	-0.7%	Shares	Sole	2026-05-05
2025-12-31	$1,078,363	6,996	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,195,266	6,996	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,046,461	6,996	0.0%	Shares	Sole	2025-08-11
2025-03-31	$977,900	6,996	+1.7%	Shares	Sole	2025-05-06
2024-12-31	$1,185,559	6,876	+3.2%	Shares	Sole	2025-02-06
2024-09-30	$1,020,764	6,666	+51.8%	Shares	Sole	2024-11-08
2024-06-30	$543,605	4,391	-86.2%	Shares	Sole	2024-08-08
2022-09-30	$2,665,426	31,845	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$2,860,699	31,357	+10.0%	Shares	Sole	2022-08-12
2022-03-31	$3,619,567	28,514	+607.7%	Shares	Sole	2022-05-13
2021-12-31	$521,312	4,029	+32.4%	Shares	Sole	2022-02-14
2021-09-30	$353,906	3,042	+44.5%	Shares	Sole	2021-11-15
2021-06-30	$204,479	2,105	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.