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CCG Wealth Management’s Blackstone BX Stock Holding History

CCG Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Sell
2,902
-139
-5% -$16.7K 0.08% 112
2026
Q1 		$350K Buy
3,041
+1,029
+51% +$134K 0.09% 103
2025
Q4 		$310K Sell
2,012
-227
-10% -$34.5K 0.13% 76
2025
Q3 		$383K Buy
2,239
+284
+15% +$48.7K 0.18% 57
2025
Q2 		$292K Buy
1,955
+30
+2% +$4.12K 0.15% 61
2025
Q1 		$269K Sell
1,925
-12
-0.6% -$1.95K 0.16% 60
2024
Q4 		$334K Sell
1,937
-7
-0.4% -$1.22K 0.19% 54
2024
Q3 		$298K Buy
1,944
+39
+2% +$5.41K 0.17% 56
2024
Q2 		$236K Buy
1,905
+11
+0.6% +$1.35K 0.13% 58
2024
Q1 		$249K Buy
+1,894
New +$237K 0.15% 61

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCG Wealth Management's BX Position: Q2 2026 in Review

CCG Wealth Management reduced its Blackstone (BX) stake by 4.6% in Q2 2026, selling an estimated $16.7K and leaving 2,902 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #112.

CCG Wealth Management first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $383K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CCG Wealth Management held 2,902 shares of Blackstone worth $341K as of Q2 2026.
  • CCG Wealth Management sold 139 Blackstone shares in Q2 2026, an estimated $16.7K.
  • Blackstone made up 0.08% of CCG Wealth Management's portfolio in Q2 2026, its #112 holding.
  • CCG Wealth Management first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • CCG Wealth Management's Blackstone position peaked at $383K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.