Position in BX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,927,706
+$487,666 QoQ
Shares Held
33,379
+11.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#584
of 2,112 holders
Holding Since
Dec 2021
19 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, 2026WEALTH EFFECTS LLC holds $17,207,916 across 26 Asset Management names. BX ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
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|
33,379 | $3,927,706 | |
| 2 | UTG |
Reaves Utility Income Fund
|
81,985 | $3,338,429 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
16,755 | $849,646 | |
| 4 | STT |
State Street Corp
|
4,754 | $806,278 | |
| 5 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
45,709 | $664,608 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
124,113 | $603,189 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
37,577 | $590,710 | |
| 8 | PTY |
Pimco Corporate & Income Opportunity Fund
|
46,313 | $557,145 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,927,706 | 33,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,440,040 | 29,916 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,713,386 | 24,091 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,171,644 | 24,417 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,546,990 | 23,713 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,389,804 | 24,251 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,197,220 | 24,343 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,825,340 | 24,981 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,106,884 | 25,096 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,393,287 | 25,830 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,423,165 | 26,147 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,007,955 | 28,075 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,630,679 | 28,296 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,486,926 | 28,312 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,188,085 | 29,493 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,153,146 | 37,672 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,340,568 | 36,617 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,583,676 | 36,109 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,816,801 | 37,227 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||