Position in BX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$433,972
-$200,622 QoQ
Shares Held
3,774
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026MOR Wealth Management, LLC holds $575,012 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
598 | $575,012 |
All Filings in BX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,972 | 3,774 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $634,594 | 4,117 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||