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Chung Wu Investment Group’s Blackstone BX Stock Holding History

Chung Wu Investment Group’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 		$23.5K Hold
200
– – 0.02% 195
2026
Q1 		$23K Sell
200
-1,290
-87% -$168K 0.02% 164
2025
Q4 		$230K Sell
1,490
-1,300
-47% -$198K 0.19% 80
2025
Q3 		$477K Sell
2,790
-1,000
-26% -$171K 0.4% 50
2025
Q2 		$567K Buy
3,790
+500
+15% +$68.7K 0.59% 38
2025
Q1 		$460K Sell
3,290
-30
-0.9% -$4.87K 0.55% 39
2024
Q4 		$572K Buy
+3,320
New +$578K 0.58% 36

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 $3.38T AUM 44.17% 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

Chung Wu Investment Group's BX Position: Q2 2026 in Review

Chung Wu Investment Group held its Blackstone (BX) position steady in Q2 2026 at 200 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Chung Wu Investment Group first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $572K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Chung Wu Investment Group held 200 shares of Blackstone worth $23.5K as of Q2 2026.
  • Chung Wu Investment Group left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.02% of Chung Wu Investment Group's portfolio in Q2 2026, its #195 holding.
  • Chung Wu Investment Group first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Blackstone position peaked at $572K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.