AWE
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Avidian Wealth Enterprises’s Blackstone Secured Lending BXSL Stock Holding History

Avidian Wealth Enterprises’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.17M Buy
132,350
+26,755
+25% +$646K 0.09% 147
2026
Q2 		$2.5M Buy
105,595
+5,726
+6% +$137K 0.07% 187
2026
Q1 		$2.37M Buy
99,869
+41,551
+71% +$1.03M 0.07% 171
2025
Q4 		$1.54M Buy
58,318
+10,046
+21% +$270K 0.06% 171
2025
Q3 		$1.26M Sell
48,272
-8,151
-14% -$245K 0.05% 187
2025
Q2 		$1.74M Sell
56,423
-18,636
-25% -$568K 0.07% 146
2025
Q1 		$2.43M Buy
75,059
+15,791
+27% +$521K 0.11% 109
2024
Q4 		$1.91M Buy
59,268
+4,888
+9% +$153K 0.09% 127
2024
Q3 		$1.59M Buy
54,380
+19,017
+54% +$574K 0.07% 144
2024
Q2 		$1.08M Buy
35,363
+9,909
+39% +$310K 0.05% 174
2024
Q1 		$793K Buy
25,454
+1,262
+5% +$37K 0.04% 195
2023
Q4 		$669K Buy
24,192
+4,080
+20% +$113K 0.04% 213
2023
Q3 		$550K Buy
+20,112
New +$557K 0.04% 240

Other funds holding BXSL

PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Avidian Wealth Enterprises's BXSL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Blackstone Secured Lending (BXSL) stake by 25% in Q3 2026, buying an estimated $646K and bringing the position to 132,350 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #147.

Avidian Wealth Enterprises first reported a position in BXSL in Q3 2023 and has held it in 13 quarters since. 15 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • Avidian Wealth Enterprises held 132,350 shares of Blackstone Secured Lending worth $3.17M as of Q3 2026.
  • Avidian Wealth Enterprises bought 26,755 Blackstone Secured Lending shares in Q3 2026, an estimated $646K.
  • Blackstone Secured Lending made up 0.09% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #147 holding.
  • Avidian Wealth Enterprises first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 13 quarters since.
  • 15 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.