ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in BX — Blackstone Inc.

CIK 2050308 SCOTTSDALE, AZ

Position in BX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$310,295

+$70,762 QoQ

Shares Held

2,637

+69.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,572

of 2,106 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $3,137,565 across 5 Asset Management names. BX ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPC	Nuveen Preferred & Income Opportunities Fund	101,328	$798,464
2	ARES	Ares Management Corp	7,002	$779,392
3	SEIC	Sei Investments Co	7,189	$630,547
4	AMP	Ameriprise Financial Inc	1,349	$618,867
5	BX	Blackstone Inc. This page	2,637	$310,295

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,295	2,637	+69.7%	Shares	Sole	2026-07-24
2025-12-31	$239,533	1,554	+17.8%	Shares	Sole	2026-02-18
2025-09-30	$225,351	1,319	+8.2%	Shares	Sole	2025-11-12
2024-12-31	$210,179	1,219	—	Shares	Sole	2025-01-07
No filing history on record for this holder in this stock.