Wulff, Hansen & Co’s Blackstone BX Stock Holding History

Wulff, Hansen & Co’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 Q1	–	Sell	-52,149	Closed	-$8.04M	–	99
2025 Q4	$8.04M	Sell	52,149 -536	-1%	-$81.5K	6.74%	1
2025 Q3	$9M	Sell	52,685 -868	-2%	-$149K	7.75%	1
2025 Q2	$8.01M	Sell	53,553 -790	-1%	-$109K	6.86%	1
2025 Q1	$7.6M	Sell	54,343 -535	-1%	-$86.8K	6.93%	1
2024 Q4	$9.46M	Sell	54,878 -973	-2%	-$170K	8.95%	1
2024 Q3	$8.55M	Sell	55,851 -3,445	-6%	-$478K	7.75%	1
2024 Q2	$7.34M	Sell	59,296 -421	-0.7%	-$51.8K	7.25%	1
2024 Q1	$7.85M	Sell	59,717 -50	-0.1%	-$6.24K	7.83%	1
2023 Q4	$7.22M	Sell	59,767 -11,275	-16%	-$1.22M	8.02%	1
2023 Q3	$7.61M	Sell	71,042 -725	-1%	-$75.5K	8.88%	1
2023 Q2	$6.67M	Buy	71,767 +360	+0.5%	+$31.1K	7.47%	1
2023 Q1	$6.27M	Sell	71,407 -1,245	-2%	-$110K	7.16%	1
2022 Q4	$5.39M	Sell	72,652 -240	-0.3%	-$20.7K	6.54%	1
2022 Q3	$6.1M	Buy	72,892 +980	+1%	+$94.9K	7.63%	1
2022 Q2	$6.56M	Buy	71,912 +4,290	+6%	+$463K	7.43%	1
2022 Q1	$8.58M	Sell	67,622 -1,994	-3%	-$243K	8.17%	1
2021 Q4	$9.01M	Buy	+69,616	New	+$9.28M	7.78%	1

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return