Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,962,735
+$41,943 QoQ
Shares Held
16,680
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#798
of 2,112 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $1,962,735 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
16,680 | $1,962,735 |
All Filings in BX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,735 | 16,680 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,920,792 | 16,704 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $2,589,089 | 16,797 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,873,184 | 16,817 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,523,563 | 16,871 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $2,425,183 | 17,350 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,979,417 | 17,280 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||