Question 1

How many shares of BX does NewEdge Wealth, LLC own?

Accepted Answer

As of 2026-Q1, NewEdge Wealth, LLC holds 537,227 shares of BX (BLACKSTONE INC).

Question 2

What is NewEdge Wealth, LLC's BX position worth?

Accepted Answer

As of 2026-Q1, NewEdge Wealth, LLC's BX position is worth $61.8M.

Question 3

Is NewEdge Wealth, LLC buying or selling BX?

Accepted Answer

In 2026-Q1, NewEdge Wealth, LLC decreased their BX position (-24.8% change in shares).

Question 4

When did NewEdge Wealth, LLC first buy BX?

Accepted Answer

Based on available 13F filings, NewEdge Wealth, LLC first reported a position in BX in 2024-Q2. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	537,227	-24.8%	$61.8M	0.7%	$110.92	0
2025-Q4	Increased	714,702	+5.6%	$110.2M	1.2%	$153.00	50
2025-Q3	Decreased	676,733	-0.8%	$97.7M	1.4%	$172.58	0
2025-Q2	Increased	682,407	+25.1%	$114.4M	1.8%	$147.16	58
2025-Q1	Decreased	545,261	-15.4%	$76.2M	1.4%	$133.56	0
2024-Q4	Decreased	644,685	-1.9%	$111.2M	1.9%	$164.98	0
2024-Q3	Increased	657,331	+1.4%	$100.7M	1.8%	$147.81	48
2024-Q2	Increased	648,274	+4.0%	$80.3M	1.7%	$117.42	49

BXShowing 8 of 20 quarters

BX
Showing 8 of 20 quarters