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Beaumont Asset Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Beaumont Asset Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,482
Closed -$109K – 69
2025
Q1 		$109K Buy
+10,482
New +$112K 0.07% 69

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaumont Asset Management's DSU Position: Q2 2025 in Review

Beaumont Asset Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2025, closing a stake of 10,482 shares — an estimated $109K sold.

Beaumont Asset Management first reported a position in DSU in Q1 2025 and held it in 1 quarter. The position peaked at $109K in Q1 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q2 2025.

  • Beaumont Asset Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 10,482 BlackRock Debt Strategies Fund shares in Q2 2025, an estimated $109K.
  • Beaumont Asset Management first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and held it in 1 quarter.
  • Beaumont Asset Management's BlackRock Debt Strategies Fund position peaked at $109K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2025.

Based on Beaumont Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.