Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$62,953
-$492,448 QoQ
Shares Held
535
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#614
of 698 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $202,871 across 17 Asset Management names. BX ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
536 | $63,414 | |
| 2 | BX |
Blackstone Inc.
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|
535 | $62,953 | |
| 3 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
1,278 | $30,084 | |
| 4 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
784 | $14,245 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
946 | $10,396 | |
| 6 | DXYZ |
Destiny Tech100 Inc.
|
309 | $7,959 | |
| 7 | STT |
State Street Corp
|
19 | $3,222 | |
| 8 | BLK |
BlackRock, Inc.
|
3 | $2,884 |
All Filings in BX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,953 | 535 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $555,401 | 4,830 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $736,326 | 4,777 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $685,197 | 3,974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $582,047 | 3,801 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $419,063 | 3,385 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $465,049 | 3,540 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $480,738 | 3,672 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||