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Blackstone Group Inc Com Cl A shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Blackstone Group Inc Com Cl A (BX) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Blackstone Group Inc Com Cl A

Tip: Access up to 7 years of quarterly data

All positions including Blackstone Group Inc Com Cl A held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackstone Group Inc Com Cl A by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $366k 3.2k 114.99
2025-09-30 $200k 1.2k 170.85
2024-12-31 $201k 1.2k 172.42
2020-03-31 $711k 16k 45.00

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding Blackstone Group Inc Com Cl A

Vanguard Group
BlackRock
Vanguard Capital Management
Morgan Stanley
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Bank of America Corporation
UBS Group
Goldman Sachs Group
Northern Trust
Capital World Investors
Susquehanna International
Edgewood Management

View all funds holding Blackstone Group Inc Com Cl A