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Zhang Financial’s Blackstone BX Stock Holding History

Zhang Financial’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 		$1.18M Sell
10,028
-1,790
-15% -$215K 0.03% 182
2026
Q1 		$1.36M Sell
11,818
-1,036
-8% -$135K 0.05% 162
2025
Q4 		$1.98M Buy
12,854
+287
+2% +$43.6K 0.07% 127
2025
Q3 		$2.15M Buy
12,567
+465
+4% +$79.7K 0.09% 113
2025
Q2 		$1.81M Buy
12,102
+12
+0.1% +$1.65K 0.08% 122
2025
Q1 		$1.69M Buy
12,090
+2,523
+26% +$410K 0.09% 118
2024
Q4 		$1.65M Buy
9,567
+171
+2% +$29.8K 0.09% 114
2024
Q3 		$1.44M Sell
9,396
-905
-9% -$126K 0.09% 115
2024
Q2 		$1.28M Sell
10,301
-513
-5% -$63.1K 0.09% 117
2024
Q1 		$1.42M Sell
10,814
-354
-3% -$44.2K 0.11% 111
2023
Q4 		$1.46M Sell
11,168
-2,783
-20% -$301K 0.13% 98
2023
Q3 		$1.49M Buy
13,951
+1,943
+16% +$202K 0.15% 85
2023
Q2 		$1.12M Sell
12,008
-1,106
-8% -$95.5K 0.11% 105
2023
Q1 		$1.15M Buy
13,114
+1,019
+8% +$90K 0.13% 94
2022
Q4 		$897K Sell
12,095
-475
-4% -$41K 0.11% 107
2022
Q3 		$1.05M Buy
12,570
+1,034
+9% +$100K 0.16% 78
2022
Q2 		$1.05M Buy
11,536
+1,224
+12% +$132K 0.17% 78
2022
Q1 		$1.31M Buy
10,312
+7,057
+217% +$861K 0.22% 63
2021
Q4 		$421K Buy
+3,255
New +$434K 0.07% 133

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

Zhang Financial's BX Position: Q2 2026 in Review

Zhang Financial reduced its Blackstone (BX) stake by 15% in Q2 2026, selling an estimated $215K and leaving 10,028 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #182.

Zhang Financial first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Zhang Financial held 10,028 shares of Blackstone worth $1.18M as of Q2 2026.
  • Zhang Financial sold 1,790 Blackstone shares in Q2 2026, an estimated $215K.
  • Blackstone made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #182 holding.
  • Zhang Financial first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Zhang Financial's Blackstone position peaked at $2.15M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.