Position in BX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,440,040
-$273,346 QoQ
Shares Held
29,916
+24.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 98.56264206444712.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4373579355528814.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH EFFECTS LLC holds $15,752,750 across 26 Asset Management names. BX ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
29,916 | $3,440,040 | |
| 2 | UTG |
Reaves Utility Income Fund
|
82,866 | $3,254,976 | |
| 3 | STT |
State Street Corp
|
5,554 | $702,914 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
44,807 | $617,888 | |
| 5 | BST |
BlackRock Science & Technology Trust
|
16,739 | $608,462 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
124,780 | $607,678 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
46,380 | $559,342 | |
| 8 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
38,310 | $520,249 |
All Filings in BX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||