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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

BX holding history

Blackstone Inc. in every 13F filed by Abound 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)
36
Value
$4.24K
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of BX by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$4.24K<0.1%−83−69.7%ReducedHolders
Q1 2026119$13.7K<0.1%−14−10.5%ReducedHolders
Q4 2025133$20.6K<0.1%00.0%UnchangedHolders
Q3 2025133$22.8K<0.1%00.0%UnchangedHolders
Q2 2025133$19.9K<0.1%+23+20.9%AddedHolders
Q1 2025110$15.4K<0.1%−24−17.9%ReducedHolders
Q4 2024134$23.0K<0.1%−100−42.7%ReducedHolders
Q3 2024234$35.8K<0.1%+87+59.2%AddedHolders
Q2 2024147$18.2K<0.1%−11−7.0%ReducedHolders
Q1 2024158$20.8K<0.1%+34+27.4%AddedHolders
Q4 2023124$16.3K<0.1%+113+1,027.3%AddedHolders
Q3 202311$1.20K<0.1%00.0%UnchangedHolders
Q2 202311$1.03K<0.1%−22−66.7%ReducedHolders
Q1 202333$2.90K<0.1%+33NewHolders
Q4 20220$00.0%−286−100.0%Sold outHolders
Q3 2022286$23.9K<0.1%+286NewHolders