Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

BX holding history

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

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 10,706
Value: $1.26M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BX by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,706	$1.26M	0.1%	+3,718+53.2%	Added	Holders
Q1 2026	6,988	$803.5K	0.1%	−180−2.5%	Reduced	Holders
Q4 2025	7,168	$1.10M	0.1%	−140−1.9%	Reduced	Holders
Q3 2025	7,308	$1.25M	0.1%	−124−1.7%	Reduced	Holders
Q2 2025	7,432	$1.11M	0.1%	−1,469−16.5%	Reduced	Holders
Q1 2025	8,901	$1.24M	0.1%	−139,450−94.0%	Reduced	Holders
Q4 2024	148,351	$25.6M	0.5%	+145,090+4,449.2%	Added	Holders
Q3 2024	3,261	$499.4K	0.4%	−146,037−97.8%	Reduced	Holders
Q2 2024	149,298	$18.5M	0.5%	−3,078−2.0%	Reduced	Holders
Q1 2024	152,376	$20.0M	0.4%	+133,203+694.7%	Added	Holders
Q4 2023	19,173	$2.51M	0.1%	−145,804−88.4%	Reduced	Holders
Q3 2023	164,977	$17.7M	0.4%	−264−0.2%	Reduced	Holders
Q2 2023	165,241	$15.4M	0.3%	−15,959−8.8%	Reduced	Holders
Q1 2023	181,200	$15.9M	0.2%	+8,173+4.7%	Added	Holders
Q4 2022	173,027	$12.8M	0.2%	+128,520+288.8%	Added	Holders
Q3 2022	44,507	$3.73M	0.1%	+26,488+147.0%	Added	Holders
Q2 2022	18,019	$1.64M	<0.1%	−6,609−26.8%	Reduced	Holders
Q1 2022	24,628	$3.13M	<0.1%	−8,852−26.4%	Reduced	Holders
Q4 2021	33,480	$4.33M	0.1%	−533,969−94.1%	Reduced	Holders
Q3 2021	567,449	$65.3M	0.8%	+11,159+2.0%	Added	Holders
Q2 2021	556,290	$53.5M	0.7%	+28,626+5.4%	Added	Holders
Q1 2021	527,664	$39.3M	0.5%	–	–	Holders

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