Blackstone Inc.
US ˙ NYSE ˙ US09260D1072

SecurityBX / Blackstone Inc.
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership1,755 shares
Latest Disclosed Value $ 210,302
Selective Wealth Management, Inc. reports 2.88% decrease in ownership of BX / Blackstone Inc.

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,755 shares of Blackstone Inc. (US:BX) valued at $201,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,807 shares of Blackstone Inc.. This represents a change in shares of -2.88% during the quarter. The current value of the position is $193,541 USD.

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)
2026-04-30 2026-03-31 13F BLACKSTONE COM 09260D107 1,755 -52 -2.88 210 -27.59 0.0623
2026-01-16 2025-12-31 13F BLACKSTONE COM 09260D107 1,807 -3 -0.17 291 -2.68 0.0907
2025-10-10 2025-09-30 13F BLACKSTONE COM 09260D107 1,810 0 0.00 298 3.83 0.0961
2025-07-10 2025-06-30 13F BLACKSTONE COM 09260D107 1,810 0 0.00 287 24.78 0.1049
2025-04-14 2025-03-31 13F BLACKSTONE COM 09260D107 1,810 0 0.00 230 -24.84 0.1002
2025-01-15 2024-12-31 13F BLACKSTONE COM 09260D107 1,810 0 0.00 306 13.33 0.1244
2024-10-09 2024-09-30 13F BLACKSTONE COM 09260D107 1,810 0 0.00 270 23.29 0.1123
2024-07-10 2024-06-30 13F BLACKSTONE COM 09260D107 1,810 -804 -30.76 220 -33.43 0.0967
2024-04-11 2024-03-31 13F BLACKSTONE COM 09260D107 2,614 0 0.00 330 2.49 0.1432
2024-01-05 2023-12-31 13F BLACKSTONE COM 09260D107 2,614 0 0.00 321 18.01 0.1618
2023-10-10 2023-09-30 13F BLACKSTONE COM 09260D107 2,614 -500 -16.06 272 -6.21 0.1497
2023-07-11 2023-06-30 13F BLACKSTONE COM 09260D107 3,114 -623 -16.67 291 -8.52 0.1451
2023-01-23 2022-12-31 13F BLACKSTONE COM 09260D107 3,737 5 0.13 318 1.60 0.1677
2022-10-21 2022-09-30 13F BLACKSTONE COM 09260D107 3,732 -393 -9.53 312 -17.02 0.1337
2022-07-28 2022-06-30 13F BLACKSTONE COM 09260D107 4,125 0 0.00 376 -28.24 0.1338
2022-04-20 2022-03-31 13F BLACKSTONE COM 09260D107 4,125 0 0.00 524 -1.87 0.1899
2022-01-18 2021-12-31 13F BLACKSTONE COM 09260D107 4,125 100 2.48 534 14.10 0.2179
2021-10-27 2021-09-30 13F BLACKSTONE COM 09260D107 4,025 1,725 75.00 468 109.87 0.2480
2021-08-04 2021-06-30 13F/A-1 BLACKSTONE GROUP COM 09260D107 2,300 1,843 403.28 223 555.88 0.1777
2021-07-08 2021-06-30 13F BLACKSTONE GROUP COM 09260D107 457 0 34 0.0309
2021-04-09 2021-03-31 13F BLACKSTONE GROUP COM 09260D107 457 3 0.66 34 17.24 0.0309
2021-01-22 2020-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 454 3 0.67 29 20.83 0.0187
2020-10-21 2020-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 451 201 80.40 24 71.43 0.0188
2020-07-15 2020-06-30 13F BLACKSTONE GROUP COM CL A 09260D107 250 2 0.81 14 27.27 0.0116
2020-04-16 2020-03-31 13F BLACKSTONE GROUP COM CL A 09260D107 248 3 1.22 11 -21.43 0.0172
2020-01-10 2019-12-31 13F BLACKSTONE GROUP COM CL A 09260D107 245 2 0.82 14 16.67 0.0169
2019-10-29 2019-09-30 13F BLACKSTONE GROUP COM CL A 09260D107 243 243 12 0.0165
2019-04-04 2019-03-31 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 0 -230 -100.00 0 -100.00
2018-10-12 2018-09-30 13F BLACKSTONE GROUP L P COM UNIT LTD 09253U108 230 230 9 0.1076
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.