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Morton Capital Management LLC/CA → BX

Morton Capital Management LLC/CA BX Position History

Blackstone Inc. • Financial Services

Quarters held
8
Latest value
$5.3M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$392K
Q4 2025$5.1M
Q1 2026$293K
Q1 2026$5M
Q2 2026$299K
Q2 2026$5.5M
Q3 2026$285K
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M22.8K——
Q3 2026$285K2.5K——
Q2 2026$5.5M23.3K——
Q2 2026$299K2.5K——
Q1 2026$5M23.1K——
Q1 2026$293K2.5K——
Q4 2025$5.1M23.2K——
Q4 2025$392K2.5K——

Other funds holding BX

Other Morton Capital Management LLC/CA positions

BTCW

WISDOMTREE TR

$157.3M
OUNZ

VANECK MERK GOLD ETF

$154.7M
OUNZ

VANECK MERK GOLD ETF

$152.3M
OUNZ

VANECK MERK GOLD ETF

$141.1M
OUNZ

VANECK MERK GOLD ETF

$135.8M
DIOD

DIMENSIONAL ETF TRUST

$92.9M
DIOD

DIMENSIONAL ETF TRUST

$90.8M
BTCW

WISDOMTREE TR

$87.6M