RKL Wealth Management LLC

Position in BX — Blackstone Inc.

CIK 1604723 LANCASTER, PA

Position in BX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,973,756

+$7,129 QoQ

Shares Held

25,272

-2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#645

of 2,075 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RKL Wealth Management LLC holds $3,723,134 across 3 Asset Management names. BX ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	25,272	$2,973,756
2	BLK	BlackRock, Inc.	608	$584,628
3	GUT	Gabelli Utility Trust	25,000	$164,750

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,973,756	25,272	-2.0%	Shares	Sole	2026-08-11
2026-03-31	$2,966,627	25,799	-3.7%	Shares	Sole	2026-04-24
2025-12-31	$4,129,410	26,790	+4.9%	Shares	Sole	2026-02-12
2025-09-30	$4,364,534	25,546	-8.7%	Shares	Sole	2025-11-12
2025-06-30	$4,187,043	27,992	-3.8%	Shares	Sole	2025-07-18
2025-03-31	$4,065,361	29,084	+1.9%	Shares	Sole	2025-04-28
2024-12-31	$4,920,177	28,536	-0.2%	Shares	Sole	2025-02-07
2024-09-30	$4,376,761	28,582	+1.9%	Shares	Sole	2024-11-01
2024-06-30	$3,471,599	28,042	+4.3%	Shares	Sole	2024-07-18
2024-03-31	$3,531,225	26,880	+5.3%	Shares	Sole	2024-05-08
2023-12-31	$3,343,173	25,536	+4.7%	Shares	Sole	2024-01-25
2023-09-30	$2,612,073	24,380	-0.9%	Shares	Sole	2023-11-06
2023-06-30	$2,287,712	24,607	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$2,169,296	24,696	-1.3%	Shares	Sole	2023-05-02
2022-12-31	$1,856,456	25,023	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$2,084,632	24,906	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$2,298,996	25,200	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$3,190,763	25,136	-2.1%	Shares	Sole	2022-05-10
2021-12-31	$3,322,993	25,682	-2.2%	Shares	Sole	2022-02-08
2021-09-30	$3,054,506	26,255	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$2,594,415	26,708	-2.7%	Shares	Sole	2021-08-13
2021-03-31	$2,044,954	27,438	-2.9%	Shares	Sole	2021-05-10
2020-12-31	$1,831,660	28,262	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$1,468,908	28,140	+0.7%	Shares	Sole	2020-11-09
2020-06-30	$1,583,307	27,944	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.