Prentice Wealth Management LLC

Position in BX — Blackstone Inc.

CIK 1864229 Rochester, NY

Position in BX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$798,626

+$79,249 QoQ

Shares Held

6,787

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,131

of 2,106 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prentice Wealth Management LLC holds $2,548,541 across 4 Asset Management names. BX ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	2,684	$1,231,311
2	BX	Blackstone Inc. This page	6,787	$798,626
3	BLK	BlackRock, Inc.	281	$270,198
4	CG	Carlyle Group Inc.	5,899	$248,406

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,626	6,787	+8.5%	Shares	Sole	2026-07-15
2026-03-31	$719,377	6,256	+1.3%	Shares	Sole	2026-04-17
2025-12-31	$951,968	6,176	+4.7%	Shares	Sole	2026-01-30
2025-09-30	$1,007,502	5,897	+2.3%	Shares	Sole	2025-10-09
2025-06-30	$862,627	5,767	-0.8%	Shares	Sole	2025-07-31
2025-03-31	$812,261	5,811	-7.4%	Shares	Sole	2025-04-17
2024-12-31	$1,082,107	6,276	-0.9%	Shares	Sole	2025-02-03
2024-09-30	$969,619	6,332	-3.3%	Shares	Sole	2024-10-07
2024-06-30	$810,271	6,545	-2.0%	Shares	Sole	2024-07-11
2024-03-31	$877,026	6,676	+5.3%	Shares	Sole	2024-04-15
2023-12-31	$829,770	6,338	+2.3%	Shares	Sole	2024-01-11
2023-09-30	$663,946	6,197	-1.2%	Shares	Sole	2023-10-16
2023-06-30	$583,107	6,272	+3.6%	Shares	Sole	2023-07-06
2023-03-31	$531,783	6,054	-1.6%	Shares	Sole	2023-04-14
2022-12-31	$456,565	6,154	-1.2%	Shares	Sole	2023-01-18
2022-09-30	$521,199	6,227	+36.1%	Shares	Sole	2022-10-19
2022-06-30	$417,377	4,575	+1.9%	Shares	Sole	2022-07-28
2022-03-31	$569,960	4,490	+3.7%	Shares	Sole	2022-10-31
2021-12-31	$559,999	4,328	-3.1%	Shares	Sole	2022-10-31
2021-09-30	$519,690	4,467	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$434,312	4,471	+4.6%	Shares	Sole	2021-08-11
2021-03-31	$318,466	4,273	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.