Aprio Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1803519 ATLANTA, GA

Position in BX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$686,260

-$199,890 QoQ

Shares Held

5,968

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Aprio Wealth Management, LLC holds $5,068,915 across 9 Asset Management names. BX ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCDL	Nuveen Churchill Direct Lending Corp.	116,409	$1,480,722
2	BX	Blackstone Inc. This page	5,968	$686,260
3	BLK	BlackRock, Inc.	705	$678,005
4	PFG	Principal Financial Group Inc	5,135	$462,714
5	STT	State Street Corp	3,470	$439,163
6	PDX	PIMCO Dynamic Income Strategy Fund	19,779	$436,324
7	BN	BROOKFIELD Corp /ON/	9,282	$375,642
8	CEF	Sprott Physical Gold & Silver Trust	5,913	$282,168

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$686,260	5,968	+3.8%	Shares	Sole	2026-05-11
2025-12-31	$886,150	5,749	+11.5%	Shares	Sole	2026-01-29
2025-09-30	$880,560	5,154	+6.1%	Shares	Sole	2025-11-12
2025-06-30	$726,360	4,856	+72.6%	Shares	Sole	2025-08-14
2025-03-31	$393,340	2,814	+11.6%	Shares	Sole	2025-05-15
2024-12-31	$434,670	2,521	+2.4%	Shares	Sole	2025-01-13
2024-09-30	$377,159	2,463	+2.2%	Shares	Sole	2024-10-08
2024-06-30	$298,481	2,411	+1.0%	Shares	Sole	2024-07-10
2024-03-31	$313,580	2,387	-2.0%	Shares	Sole	2024-04-10
2023-12-31	$318,921	2,436	+12.4%	Shares	Sole	2024-01-17
2023-09-30	$232,279	2,168	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.