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Kellett Wealth Advisors, LLC → BX
Kellett Wealth Advisors, LLC BX Position History
Blackstone Inc. • Financial Services
Quarters held
9
Latest value
$13.4M
Q3 2026
Peak value
$13.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $298K |
| Q3 2025 | $6M |
| Q4 2025 | $254K |
| Q4 2025 | $6.3M |
| Q1 2026 | $10.2M |
| Q2 2026 | $235K |
| Q2 2026 | $11.9M |
| Q3 2026 | $224K |
| Q3 2026 | $13.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.4M | 57.6K | — | — |
| Q3 2026 | $224K | 2.0K | — | — |
| Q2 2026 | $11.9M | 50.4K | — | — |
| Q2 2026 | $235K | 2.0K | — | — |
| Q1 2026 | $10.2M | 47.5K | — | — |
| Q4 2025 | $6.3M | 28.5K | — | — |
| Q4 2025 | $254K | 1.6K | — | — |
| Q3 2025 | $6M | 27.6K | — | — |
| Q3 2025 | $298K | 1.7K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B