Back to BX

BigSur Wealth Management LLC → BX

BigSur Wealth Management LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$9.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.7M
Q4 2025$8M
Q1 2026$5.9M
Q2 2026$5.4M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M45.9K——
Q2 2026$5.4M45.9K——
Q1 2026$5.9M51.0K——
Q4 2025$8M51.6K——
Q3 2025$9.7M56.5K——

Other funds holding BX

Other BigSur Wealth Management LLC positions

SPY

SPDR S&P 500 ETF TR

$35.1M
SPY

SPDR S&P 500 ETF TR

$32.9M
SPY

STATE STR SPDR S&P 500 ETF T

$30.8M
SPY

STATE STR SPDR S&P 500 ETF T

$30.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$24.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$23.4M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.2M