黑石公司
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership7,883 shares
Latest Disclosed Value $ 906,466
WealthPLAN Partners, LLC reports 50.95% decrease in ownership of BX / Blackstone Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 7,883 shares of Blackstone Inc. (MX:BX) valued at $906,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 16,070 shares of Blackstone Inc.. This represents a change in shares of -50.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F BLACKSTONE COM 09260D107 7,883 -8,187 -50.95 906 -63.41 0.1478
2026-02-12 2025-12-31 13F BLACKSTONE COM 09260D107 16,070 -1,065 -6.22 2,477 -15.41 0.3701
2025-10-27 2025-09-30 13F BLACKSTONE COM 09260D107 17,135 684 4.16 2,928 18.98 0.4388
2025-07-28 2025-06-30 13F BLACKSTONE COM 09260D107 16,451 -3,560 -17.79 2,461 -12.05 0.3960
2025-05-12 2025-03-31 13F BLACKSTONE COM 09260D107 20,011 2,357 13.35 2,797 -8.08 0.3943
2025-01-30 2024-12-31 13F BLACKSTONE COM 09260D107 17,654 -2,749 -13.47 3,044 -2.59 0.4318
2024-11-05 2024-09-30 13F BLACKSTONE COM 09260D107 20,403 -7,989 -28.14 3,124 -11.10 0.4195
2024-08-09 2024-06-30 13F BLACKSTONE COM 09260D107 28,392 982 3.58 3,515 -2.39 0.3774
2024-05-07 2024-03-31 13F BLACKSTONE COM 09260D107 27,410 5,059 22.63 3,601 23.03 0.3728
2024-01-05 2023-12-31 13F BLACKSTONE COM 09260D107 22,351 654 3.01 2,926 25.90 0.3008
2023-11-02 2023-09-30 13F BLACKSTONE COM 09260D107 21,697 7,241 50.09 2,325 73.05 0.2701
2023-07-31 2023-06-30 13F Blackstone Stock/ETF 09260D107 14,456 -4,985 -25.64 1,344 -21.32 0.1901
2023-05-10 2023-03-31 13F Blackstone Stock/ETF 09260D107 19,441 -9,611 -33.08 1,708 -39.27 0.1943
2023-02-16 2022-12-31 13F BLACKSTONE COM 09260D107 29,052 7,452 34.50 2,811 28.12 0.1964
2022-05-03 2022-03-31 13F BLACKSTONE COM 09260D107 21,600 12,034 125.80 2,194 73.71 0.1522
2022-02-01 2021-12-31 13F BLACKSTONE COM 09260D107 9,566 -252 -2.57 1,263 -7.68 0.0832
2021-12-09 2021-09-30 13F BLACKSTONE COM 09260D107 9,818 22 0.22 1,368 22.03 0.0910
2021-08-19 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 9,796 -3,691 -27.37 1,121 -5.96 0.0789
2021-05-11 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 13,487 -3,655 -21.32 1,192 -2.05 0.0925
2021-02-09 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 17,142 740 4.51 1,217 35.07 0.1034
2020-12-18 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 16,402 -412 -2.45 901 0.78 0.0878
2020-08-19 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 16,814 -31,643 -65.30 894 -63.54 0.0926
2020-05-15 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 48,457 319 0.66 2,452 -18.97 0.3182
2020-02-14 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 48,138 -51,081 -51.48 3,026 -41.82 0.3573
2019-11-15 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 99,219 -36 -0.04 5,201 9.98 0.7109
2019-08-19 2019-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 99,255 1,949 2.00 4,729 22.80 0.7119
2019-05-16 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 97,306 1,686 1.76 3,851 20.76 0.6012
2019-02-20 2018-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 95,620 22,583 30.92 3,189 40.92 0.5129
2018-11-21 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 73,037 7,322 11.14 2,263 7.05 0.4131
2018-08-16 2018-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 65,715 54,415 481.55 2,114 485.60 0.4333
2018-05-15 2018-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 11,300 2,409 27.09 361 26.67 0.0792
2018-02-16 2017-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,891 175 2.01 285 -2.06 0.0763
2017-11-14 2017-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,716 -708 -7.51 291 -7.32 0.0816
2017-08-11 2017-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 9,424 8,678 1,163.27 314 1,395.24 0.0902
2017-04-19 2017-03-31 13F BLACKSTONE GROUP Oil & Gas, Real Estate and REIT 09253U108 746 746 22 0.0764
2016-12-09 2016-09-30 13F Blackstone Group Lp Com Unit Repstg Common Stock 09253U108 0 -1,670 -100.00 0 -100.00
2016-08-08 2016-06-30 13F Blackstone Group Lp Com Unit Repstg Common Stock 09253U108 1,670 -7,539 -81.87 35 -61.96 0.0046
2016-03-24 2015-12-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 9,209 7,009 318.59 92 2.22 0.0150
2015-08-10 2015-06-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,200 -1,362 -38.24 90 -35.71 0.0394
2015-05-04 2015-03-31 13F Blackstone Group Lp Com Unit Repstg Common Stock 09253U108 3,562 3,562 140 0.0652
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.