Compass Wealth Management LLC / BX
Compass Wealth Management LLC’s Blackstone Inc Position
Does Compass Wealth Management LLC own Blackstone Inc (BX)? Yes — 38.6K shares worth $4M (+1.10% of its 13F portfolio) as of Q1 2026, down from 39.6K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
38.6K
% of Portfolio
+1.10%
Quarters Held
14
currently held
Position History BX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 38.6K | $4M | +1.10% |
| Q4 2025 | 39.6K | $6M | +1.52% |
| Q3 2025 | 40.0K | $7M | +1.53% |
| Q2 2025 | 40.1K | $6M | +1.43% |
| Q1 2025 | 40.9K | $6M | +1.46% |
| Q4 2024 | 42.8K | $7M | +1.78% |
| Q3 2024 | 44.2K | $7M | +1.59% |
| Q2 2024 | 44.7K | $6M | +1.37% |
| Q1 2024 | 44.7K | $6M | +1.47% |
| Q4 2023 | 42.1K | $6M | +1.54% |
| Q3 2023 | 44.7K | $5M | +1.50% |
| Q2 2023 | 45.3K | $4M | +1.27% |
| Q1 2023 | 46.1K | $4M | +1.29% |
| Q4 2022 | 46.8K | $3M | +1.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Wealth Management LLC’s full portfolio or all institutional holders of BX.