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Modera Wealth Management, LLC → BX
Modera Wealth Management, LLC BX Position History
Blackstone Inc. • Financial Services
Quarters held
10
Latest value
$405.1M
Q3 2026
Peak value
$405.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q3 2025 | $344.4M |
| Q4 2025 | $3M |
| Q4 2025 | $340.8M |
| Q1 2026 | $2.5M |
| Q1 2026 | $346.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $392.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $405.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $405.1M | 1.74M | — | — |
| Q3 2026 | $1.1M | 10.2K | — | — |
| Q2 2026 | $392.7M | 1.66M | — | — |
| Q2 2026 | $1.1M | 9.5K | — | — |
| Q1 2026 | $346.8M | 1.61M | — | — |
| Q1 2026 | $2.5M | 21.7K | — | — |
| Q4 2025 | $340.8M | 1.55M | — | — |
| Q4 2025 | $3M | 19.6K | — | — |
| Q3 2025 | $344.4M | 1.60M | — | — |
| Q3 2025 | $3.3M | 19.4K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B