블랙스톤 주식회사
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership15,033 shares
Latest Disclosed Value $ 1,728,601
Avidian Wealth Solutions, LLC reports 1.31% decrease in ownership of BX / Blackstone Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 15,033 shares of Blackstone Inc. (MX:BX) valued at $1,728,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,233 shares of Blackstone Inc.. This represents a change in shares of -1.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BLACKSTONE COM 09260D107 15,033 -200 -1.31 1,729 -26.41 0.0547
2026-02-02 2025-12-31 13F BLACKSTONE COM 09260D107 15,233 78 0.51 2,348 -9.31 0.0854
2025-10-30 2025-09-30 13F BLACKSTONE COM 09260D107 15,155 104 0.69 2,589 15.02 0.0975
2025-07-30 2025-06-30 13F BLACKSTONE COM 09260D107 15,051 -69 -0.46 2,251 6.53 0.0915
2025-04-25 2025-03-31 13F BLACKSTONE COM 09260D107 15,120 -1,064 -6.57 2,113 -24.27 0.0941
2025-01-29 2024-12-31 13F BLACKSTONE COM 09260D107 16,184 59 0.37 2,790 13.00 0.1253
2024-10-30 2024-09-30 13F BLACKSTONE COM 09260D107 16,125 120 0.75 2,469 24.63 0.1121
2024-08-06 2024-06-30 13F BLACKSTONE COM 09260D107 16,005 -624 -3.75 1,981 -9.29 0.0823
2024-05-03 2024-03-31 13F BLACKSTONE COM 09260D107 16,629 -356 -2.10 2,185 -1.75 0.1060
2024-02-06 2023-12-31 13F BLACKSTONE COM 09260D107 16,985 -11 -0.06 2,224 22.14 0.1368
2023-10-13 2023-09-30 13F BLACKSTONE COM 09260D107 16,996 -421 -2.42 1,821 12.42 0.1282
2023-08-03 2023-06-30 13F BLACKSTONE COM 09260D107 17,417 -15,913 -47.74 1,619 -44.69 0.1060
2023-05-08 2023-03-31 13F BLACKSTONE COM 09260D107 33,330 2,580 8.39 2,928 28.32 0.1606
2023-02-06 2022-12-31 13F BLACKSTONE COM 09260D107 30,750 8,193 36.32 2,281 20.82 0.1486
2022-11-03 2022-09-30 13F BLACKSTONE COM 09260D107 22,557 77 0.34 1,888 -7.95 0.1364
2022-07-29 2022-06-30 13F BLACKSTONE COM 09260D107 22,480 6,089 37.15 2,051 -1.44 0.1452
2022-05-10 2022-03-31 13F BLACKSTONE COM 09260D107 16,391 944 6.11 2,081 4.10 0.1275
2022-02-14 2021-12-31 13F BLACKSTONE COM 09260D107 15,447 4,248 37.93 1,999 53.42 0.1244
2021-11-10 2021-09-30 13F BLACKSTONE COM 09260D107 11,199 192 1.74 1,303 21.89 0.0993
2021-08-09 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 11,007 -3,859 -25.96 1,069 -3.52 0.0820
2021-05-05 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 14,866 116 0.79 1,108 15.90 0.0944
2021-02-09 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 14,750 53 0.36 956 24.64 0.0906
2021-02-03 2020-09-30 13F/A-1 BLACKSTONE GROUP COM CL A 09260D107 14,697 555 3.92 767 -4.24 0.0869
2020-11-06 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 14,697 555 767 177,655.6861
2020-08-10 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 14,142 -89 -0.63 801 23.42 0.1081
2020-04-22 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 14,231 14,231 649 0.1041
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.