NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone Inc. in every 13F filed by NewEdge 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): 546,382
Value: $64.3M
% of portfolio: 0.6%
Quarters held: 21; Since Q2 2021

Holdings of BX by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	546,382	$64.3M	0.6%	+9,155+1.7%	Added	Holders
Q1 2026	537,227	$61.8M	0.7%	−177,475−24.8%	Reduced	Holders
Q4 2025	714,702	$110.2M	1.2%	+37,969+5.6%	Added	Holders
Q3 2025	676,733	$97.7M	1.4%	−5,674−0.8%	Reduced	Holders
Q2 2025	682,407	$114.4M	1.8%	+137,146+25.2%	Added	Holders
Q1 2025	545,261	$76.2M	1.4%	−99,424−15.4%	Reduced	Holders
Q4 2024	644,685	$111.2M	1.9%	−12,646−1.9%	Reduced	Holders
Q3 2024	657,331	$100.7M	1.8%	+9,057+1.4%	Added	Holders
Q2 2024	648,274	$80.3M	1.7%	+24,775+4.0%	Added	Holders
Q1 2024	623,499	$74.2M	1.7%	−13,876−2.2%	Reduced	Holders
Q4 2023	637,375	$83.4M	2.1%	+702+0.1%	Added	Holders
Q3 2023	636,673	$68.2M	2.2%	−3,561−0.6%	Reduced	Holders
Q2 2023	640,234	$59.5M	2.0%	−98,701−13.4%	Reduced	Holders
Q1 2023	738,935	$64.9M	2.5%	−14,750−2.0%	Reduced	Holders
Q4 2022	753,685	$55.9M	2.4%	+14,870+2.0%	Added	Holders
Q3 2022	738,815	$61.8M	2.9%	+128,136+21.0%	Added	Holders
Q2 2022	610,679	$55.7M	2.5%	+94,910+18.4%	Added	Holders
Q1 2022	515,769	$65.5M	2.9%	−23,055−4.3%	Reduced	Holders
Q4 2021	538,824	$69.7M	2.9%	+536,216+20,560.4%	Added	Holders
Q3 2021	2,608	$303.0K	<0.1%	−1,039−28.5%	Reduced	Holders
Q2 2021	3,647	$354.0K	<0.1%	+3,647	New	Holders