Skip to main content
Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

BX holding history

Blackstone Inc. in every 13F filed by Selective Wealth Management, Inc., 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)
1,963
Value
$249.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BX by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,963$249.1K0.1%+208+11.9%AddedHolders
Q1 20261,755$210.3K0.1%−52−2.9%ReducedHolders
Q4 20251,807$290.6K0.1%−3−0.2%ReducedHolders
Q3 20251,810$298.5K0.1%00.0%UnchangedHolders
Q2 20251,810$287.2K0.1%00.0%UnchangedHolders
Q1 20251,810$230.2K0.1%00.0%UnchangedHolders
Q4 20241,810$306.5K0.1%00.0%UnchangedHolders
Q3 20241,810$270.5K0.1%00.0%UnchangedHolders
Q2 20241,810$219.5K0.1%−804−30.8%ReducedHolders
Q1 20242,614$329.6K0.1%00.0%UnchangedHolders
Q4 20232,614$321.3K0.2%00.0%UnchangedHolders
Q3 20232,614$272.5K0.1%−500−16.1%ReducedHolders
Q2 20233,114$290.8K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,737$317.7K0.2%+5+0.1%AddedHolders
Q3 20223,732$312.0K0.1%−393−9.5%ReducedHolders
Q2 20224,125$376.0K0.1%00.0%UnchangedHolders
Q1 20224,125$524.0K0.2%00.0%UnchangedHolders
Q4 20214,125$534.0K0.2%+100+2.5%AddedHolders
Q3 20214,025$468.0K0.2%+1,725+75.0%AddedHolders
Q2 20212,300$223.0K0.2%+1,843+403.3%AddedHolders
Q1 2021457$34.0K<0.1%––Holders

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