블랙스톤 주식회사
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership21,302 shares
Latest Disclosed Value $ 2,449,573
Wealthcare Advisory Partners LLC reports 8.54% decrease in ownership of BX / Blackstone Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 21,302 shares of Blackstone Inc. (MX:BX) valued at $2,449,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 23,292 shares of Blackstone Inc.. This represents a change in shares of -8.54% 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)
2026-04-14 2026-03-31 13F BLACKSTONE COM 09260D107 21,302 -1,990 -8.54 2,450 -31.78 0.0476
2026-01-14 2025-12-31 13F BLACKSTONE COM 09260D107 23,292 -7,434 -24.19 3,590 -31.61 0.0705
2025-11-07 2025-09-30 13F BLACKSTONE COM 09260D107 30,726 683 2.27 5,250 16.83 0.1094
2025-07-22 2025-06-30 13F BLACKSTONE COM 09260D107 30,043 1,841 6.53 4,494 13.98 0.1025
2025-04-15 2025-03-31 13F BLACKSTONE COM 09260D107 28,202 428 1.54 3,942 -17.67 0.1058
2025-01-15 2024-12-31 13F BLACKSTONE COM 09260D107 27,774 959 3.58 4,789 16.61 0.1330
2024-11-04 2024-09-30 13F BLACKSTONE COM 09260D107 26,815 813 3.13 4,106 27.56 0.1170
2024-08-12 2024-06-30 13F BLACKSTONE COM 09260D107 26,002 2,781 11.98 3,219 5.54 0.1006
2024-04-15 2024-03-31 13F BLACKSTONE COM 09260D107 23,221 2,654 12.90 3,051 13.30 0.1000
2024-02-06 2023-12-31 13F BLACKSTONE COM 09260D107 20,567 4,989 32.03 2,693 61.39 0.1071
2023-10-12 2023-09-30 13F BLACKSTONE COM 09260D107 15,578 49 0.32 1,669 15.59 0.0767
2023-07-17 2023-06-30 13F BLACKSTONE COM 09260D107 15,529 4,549 41.43 1,444 49.69 0.0646
2023-05-04 2023-03-31 13F BLACKSTONE COM 09260D107 10,980 1,096 11.09 964 31.51 0.0414
2023-02-13 2022-12-31 13F BLACKSTONE COMMON 09260D107 9,884 -3 -0.03 733 -11.47 0.0350
2022-11-14 2022-09-30 13F BLACKSTONE COMMON 09260D107 9,887 422 4.46 828 -4.17 0.0472
2022-08-15 2022-06-30 13F BLACKSTONE COMMON 09260D107 9,465 1,359 16.77 864 -16.03 0.0523
2022-04-15 2022-03-31 13F BLACKSTONE COMMON 09260D107 8,106 -150 -1.82 1,029 -3.65 0.0625
2022-02-11 2021-12-31 13F BLACKSTONE COMMON 09260D107 8,256 1,001 13.80 1,068 26.54 0.0639
2021-11-15 2021-09-30 13F BLACKSTONE Equity 09260D107 7,255 275 3.94 844 24.48 0.0552
2021-08-16 2021-06-30 13F BLACKSTONE GROUP INC COMMON 09260D107 6,980 -315 -4.32 678 24.63 0.0454
2021-04-30 2021-03-31 13F BLACKSTONE GROUP INC COMMON 09260D107 7,295 848 13.15 544 30.14 0.0394
2021-02-12 2020-12-31 13F BLACKSTONE GROUP INC COMMON 09260D107 6,447 -844 -11.58 418 9.71 0.0371
2020-10-29 2020-09-30 13F BLACKSTONE GROUP INC CL A COMMON 09260D107 7,291 8 0.11 381 -7.75 0.0418
2020-07-29 2020-06-30 13F BLACKSTONE GROUP INC CL A COMMON 09260D107 7,283 3,156 76.47 413 119.68 0.0515
2020-04-29 2020-03-31 13F BLACKSTONE GROUP INC CL A COMMON 09260D107 4,127 2,419 141.63 188 95.83 0.0276
2020-01-29 2019-12-31 13F THE BLACKSTONE GROUP LP COM COMMON 09260D107 1,708 -231 -11.91 96 1.05 0.0122
2019-10-16 2019-09-30 13F THE BLACKSTONE GROUP LP COM COMMON 09260D107 1,939 1,939 95 0.0138
2019-07-30 2019-06-30 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 0 -2,357 -100.00 0 -100.00
2019-05-13 2019-03-31 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 2,357 699 42.16 82 67.35 0.0140
2019-02-14 2018-12-31 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 1,658 -1,733 -51.11 49 -62.02 0.0095
2018-11-14 2018-09-30 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 3,391 -1,131 -25.01 129 -11.03 0.0237
2018-08-13 2018-06-30 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 4,522 79 1.78 145 2.11 0.0284
2018-05-14 2018-03-31 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 4,443 -145 -3.16 142 -3.40 0.0321
2018-02-14 2017-12-31 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 4,588 652 16.57 147 12.21 0.0378
2017-11-15 2017-09-30 13F THE BLACKSTONE GROUP LP COM COMMON 09253U108 3,936 3,936 131 0.0389
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.