SEC 13F Intelligence

Proactive Wealth Strategies LLC / BX

Proactive Wealth Strategies LLC’s Blackstone Inc Position

Does Proactive Wealth Strategies LLC own Blackstone Inc (BX)? Yes — 53.1K shares worth $6M (+1.15% of its 13F portfolio) as of Q1 2026, up from 23.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
53.1K
% of Portfolio
+1.15%
Quarters Held
7
currently held

Position History BX

Reported value by quarter
Q3 ’24: $2,871Q3 ’24Q4 ’24: $3,259Q4 ’24Q1 ’25: $2,713Q1 ’25Q2 ’25: $3,120Q2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.1K$6M+1.15%
Q4 202523.8K$4M+1.45%
Q3 202521.4K$4M+1.57%
Q2 202520.9K$3,120+1.47%
Q1 202519.4K$2,713+1.45%
Q4 202418.9K$3,259+1.70%
Q3 202418.7K$2,871+1.59%

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