SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / BX

Strategic Wealth Investment Group, LLC’s Blackstone Inc Position

Does Strategic Wealth Investment Group, LLC own Blackstone Inc (BX)? Yes — 72.7K shares worth $8M (+1.06% of its 13F portfolio) as of Q1 2026, up from 63.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
72.7K
% of Portfolio
+1.06%
Quarters Held
4
currently held

Position History BX

Reported value by quarter
Q2 ’25: $1,795Q2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.7K$8M+1.06%
Q4 202563.1K$10M+1.19%
Q3 202579.7K$14M+1.15%
Q2 202512$1,7950.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of BX.