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Zuckerman Investment Group’s Blackstone BX Stock Holding History

Zuckerman 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 		$353K Buy
2,997
+41
+1% +$4.93K 0.03% 109
2026
Q1 		$340K Hold
2,956
– – 0.03% 107
2025
Q4 		$456K Hold
2,956
– – 0.04% 101
2025
Q3 		$505K Sell
2,956
-3
-0.1% -$514 0.05% 113
2025
Q2 		$443K Hold
2,959
– – 0.04% 114
2025
Q1 		$414K Buy
+2,959
New +$480K 0.04% 120

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

Zuckerman Investment Group's BX Position: Q2 2026 in Review

Zuckerman Investment Group increased its Blackstone (BX) stake by 1.4% in Q2 2026, buying an estimated $4.93K and bringing the position to 2,997 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #109.

Zuckerman Investment Group first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $505K in Q3 2025. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Zuckerman Investment Group held 2,997 shares of Blackstone worth $353K as of Q2 2026.
  • Zuckerman Investment Group bought 41 Blackstone shares in Q2 2026, an estimated $4.93K.
  • Blackstone made up 0.03% of Zuckerman Investment Group's portfolio in Q2 2026, its #109 holding.
  • Zuckerman Investment Group first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Zuckerman Investment Group's Blackstone position peaked at $505K in Q3 2025.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.