Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,292,769
+$2,517,037 QoQ
Shares Held
546,382
+1.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#100
of 2,112 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. BX ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
546,382 | $64,292,769 | |
| 2 | APO |
Apollo Global Management, Inc.
|
86,404 | $10,222,457 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $10,215,282 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $7,063,249 | |
| 5 | BLK |
BlackRock, Inc.
|
7,135 | $6,860,730 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
614,082 | $6,675,071 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $3,994,118 | |
| 8 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
249,723 | $3,154,001 |
All Filings in BX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,292,769 | 546,382 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $61,775,732 | 537,227 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,164,166 | 714,702 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $115,619,833 | 676,733 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $102,074,439 | 682,407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $76,216,582 | 545,261 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $111,156,587 | 644,685 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $100,657,096 | 657,331 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $80,256,321 | 648,274 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $81,909,063 | 623,499 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $83,445,135 | 637,375 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $68,213,145 | 636,673 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,522,554 | 640,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $64,908,050 | 738,935 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $55,915,890 | 753,685 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61,838,815 | 738,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,712,245 | 610,679 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $65,471,716 | 515,769 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $69,718,437 | 538,824 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $303,414 | 2,608 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $354,269 | 3,647 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||