Aviso Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Aviso Wealth Management’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	$757K	Sell	31,572 -11,056	-26%	-$267K	0.29%	74
2026 Q2	$1.01M	Buy	42,628 +300	+0.7%	+$7.16K	0.34%	58
2026 Q1	$1M	Buy	42,328 +346	+0.8%	+$8.62K	0.45%	50
2025 Q4	$1.11M	Sell	41,982 -744	-2%	-$20K	0.46%	51
2025 Q3	$1.11M	Buy	42,726 +3,218	+8%	+$96.7K	0.49%	52
2025 Q2	$1.21M	Buy	39,508 +16	+0%	+$488	0.57%	43
2025 Q1	$1.28M	Buy	39,492 +423	+1%	+$13.9K	0.68%	41
2024 Q4	$1.26M	Buy	39,069 +3,063	+9%	+$95.8K	0.64%	41
2024 Q3	$1.05M	Buy	+36,006	New	+$1.09M	0.57%	45

Other funds holding BXSL

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aviso Wealth Management's BXSL Position: Q3 2026 in Review

Aviso Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 26% in Q3 2026, selling an estimated $267K and leaving 31,572 shares worth $757K. The position accounts for 0.29% of the portfolio, ranked #74.

Aviso Wealth Management first reported a position in BXSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q1 2025. 188 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

Aviso Wealth Management held 31,572 shares of Blackstone Secured Lending worth $757K as of Q3 2026.
Aviso Wealth Management sold 11,056 Blackstone Secured Lending shares in Q3 2026, an estimated $267K.
Blackstone Secured Lending made up 0.29% of Aviso Wealth Management's portfolio in Q3 2026, its #74 holding.
Aviso Wealth Management first reported a position in Blackstone Secured Lending in Q3 2024 and has held it in 9 quarters since.
Aviso Wealth Management's Blackstone Secured Lending position peaked at $1.28M in Q1 2025.
188 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.