SPIA
CHA

Steward Partners Investment Advisory’s Chagee Holdings Ltd CHA Stock Holding History

Steward Partners Investment Advisory’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86K Hold
200
– – ﹤0.01% 4073
2025
Q4 		$2.33K Hold
200
– – ﹤0.01% 3922
2025
Q3 		$3.31K Hold
200
– – ﹤0.01% 3779
2025
Q2 		$5.22K Buy
+200
New +$6.13K ﹤0.01% 3469

Other funds holding CHA

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Steward Partners Investment Advisory's CHA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Chagee Holdings Ltd (CHA) position steady in Q1 2026 at 200 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

Steward Partners Investment Advisory first reported a position in CHA in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.22K in Q2 2025. 39 funds tracked by Wall St. Rank hold CHA as of Q1 2026.

  • Steward Partners Investment Advisory held 200 shares of Chagee Holdings Ltd worth $1.86K as of Q1 2026.
  • Steward Partners Investment Advisory left its Chagee Holdings Ltd share count unchanged in Q1 2026.
  • Chagee Holdings Ltd made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4073 holding.
  • Steward Partners Investment Advisory first reported a position in Chagee Holdings Ltd in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Chagee Holdings Ltd position peaked at $5.22K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Chagee Holdings Ltd as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.