Ullmann Wealth Partners Group, LLC
Position in BX — Blackstone Inc.
CIK 1697725
JACKSONVILLE BEACH, FL
Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$577,406
+$24,650 QoQ
Shares Held
4,907
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,268
of 2,112 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $804,838 across 2 Asset Management names. BX ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,907 | $577,406 | |
| 2 | SEIC |
Sei Investments Co
|
2,593 | $227,432 |
All Filings in BX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,406 | 4,907 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $552,756 | 4,807 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $747,733 | 4,851 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $828,793 | 4,851 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $708,261 | 4,735 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $659,621 | 4,719 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $813,649 | 4,719 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $702,254 | 4,586 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||