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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

BX holding history

Blackstone Inc. in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
208,259
Value
$24.5M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of BX by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026208,259$24.5M0.6%+8,602+4.3%AddedHolders
Q1 2026199,657$23.0M0.6%+12,406+6.6%AddedHolders
Q4 2025187,251$28.9M0.8%+2,252+1.2%AddedHolders
Q3 2025184,999$31.6M0.9%−2,135−1.1%ReducedHolders
Q2 2025187,134$28.0M0.8%+2,961+1.6%AddedHolders
Q1 2025184,173$25.7M0.8%−3,251−1.7%ReducedHolders
Q4 2024187,424$32.3M1.0%−12,631−6.3%ReducedHolders
Q3 2024200,055$30.6M0.9%−3,154−1.6%ReducedHolders
Q2 2024203,209$25.2M0.8%−3,674−1.8%ReducedHolders
Q1 2024206,883$27.2M0.9%−3,796−1.8%ReducedHolders
Q4 2023210,679$27.6M1.0%−1,836−0.9%ReducedHolders
Q3 2023212,515$22.8M0.9%−2,376−1.1%ReducedHolders
Q2 2023214,891$20.0M0.7%+1,370+0.6%AddedHolders
Q1 2023213,521$18.8M0.7%+1,334+0.6%AddedHolders
Q4 2022212,187$15.7M0.6%−1,752−0.8%ReducedHolders
Q3 2022213,939$17.9M0.8%−158−0.1%ReducedHolders
Q2 2022214,097$19.5M0.8%−4,408−2.0%ReducedHolders
Q1 2022218,505$27.7M1.0%−13,315−5.7%ReducedHolders
Q4 2021231,820$30.0M1.1%−13,106−5.4%ReducedHolders
Q3 2021244,926$28.5M1.1%−40,986−14.3%ReducedHolders
Q2 2021285,912$27.8M1.1%−33,395−10.5%ReducedHolders
Q1 2021319,307$23.8M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.