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Blackstone Group Inc Com Cl A shares owned by UMA Financial Services

Quarter-by-quarter ownership of Blackstone Group Inc Com Cl A (BX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Blackstone Group Inc Com Cl A

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All positions including Blackstone Group Inc Com Cl A held by UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $188k 1.1k 170.82
2025-06-30 $137k 915 149.55
2025-03-31 $123k 883 139.71
2024-12-31 $152k 882 172.44

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Blackstone Group Inc Com Cl A

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Royal Bank of Canada
Henderson Group
Edgewood Management
UBS Group
Northern Trust
Susquehanna International
Goldman Sachs Group
Reed Conner & Birdwell

View all funds holding Blackstone Group Inc Com Cl A