Accretive Wealth Partners, LLC

Position in BX — Blackstone Inc.

CIK 1844444 PARSIPPANY, NJ

Position in BX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,727,748

+$79,942 QoQ

Shares Held

14,683

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#850

of 2,112 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $3,788,371 across 2 Asset Management names. BX ranks #2 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	2,143	$2,060,623
2	BX	Blackstone Inc. This page	14,683	$1,727,748

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,727,748	14,683	+2.5%	Shares	Sole	2026-07-29
2026-03-31	$1,647,806	14,330	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$2,228,556	14,458	-1.5%	Shares	Sole	2026-01-28
2025-09-30	$2,506,540	14,671	+1.7%	Shares	Sole	2025-11-07
2025-06-30	$2,158,140	14,428	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$1,992,144	14,252	+8.4%	Shares	Sole	2025-05-07
2024-12-31	$2,266,288	13,144	-2.2%	Shares	Sole	2025-01-30
2024-09-30	$2,057,301	13,435	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,703,240	13,758	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$1,789,653	13,623	+1.2%	Shares	Sole	2024-05-06
2023-12-31	$1,762,837	13,465	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$1,445,640	13,493	+1.4%	Shares	Sole	2023-11-06
2023-06-30	$1,236,686	13,302	+9.2%	Shares	Sole	2023-08-07
2023-03-31	$1,069,803	12,179	+3.0%	Shares	Sole	2023-05-04
2022-12-31	$876,925	11,820	+7.2%	Shares	Sole	2023-02-13
2022-09-30	$922,792	11,025	+478.1%	Shares	Sole	2022-11-14
2022-03-31	$242,074	1,907	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.