Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,203,528
+$42,244 QoQ
Shares Held
10,228
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#974
of 2,104 holders
Holding Since
Dec 2023
11 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, 2026Gratus Wealth Advisors, LLC holds $2,244,454 across 2 Asset Management names. BX ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
10,228 | $1,203,528 | |
| 2 | AMP |
Ameriprise Financial Inc
|
2,269 | $1,040,926 |
All Filings in BX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,528 | 10,228 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,161,284 | 10,099 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,377,703 | 8,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,454,958 | 8,516 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,280,404 | 8,560 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,205,043 | 8,621 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,500,398 | 8,702 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,337,743 | 8,736 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,067,775 | 8,625 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,101,406 | 8,384 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,490,131 | 11,382 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||