Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$303,000
-$108,089 QoQ
Shares Held
2,575
-28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,594
of 2,112 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westwood Wealth Management holds $303,000 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
2,575 | $303,000 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,000 | 2,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $411,089 | 3,575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $373,481 | 2,423 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $627,873 | 3,675 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $923,656 | 6,175 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $863,141 | 6,175 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,064,693 | 6,175 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $945,577 | 6,175 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $888,265 | 7,175 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $939,351 | 7,175 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $766,051 | 7,150 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $664,735 | 7,150 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $623,664 | 7,100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $649,162 | 8,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $594,270 | 7,100 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||