Capstone Wealth Management Group (Oregon)’s Blackstone Secured Lending BXSL Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q2	$651K	Sell	27,450 -14,600	-35%	-$349K	0.39%	59
2026 Q1	$996K	Sell	42,050 -1,100	-3%	-$27.4K	0.61%	42
2025 Q4	$1.14M	Sell	43,150 -9,750	-18%	-$262K	0.69%	36
2025 Q3	$1.38M	Sell	52,900 -1,000	-2%	-$30K	0.88%	32
2025 Q2	$1.66M	Sell	53,900 -800	-1%	-$24.4K	1.21%	26
2025 Q1	$1.77M	Buy	54,700 +13,800	+34%	+$455K	1.41%	22
2024 Q4	$1.32M	Buy	+40,900	New	+$1.28M	1%	30

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s BXSL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Blackstone Secured Lending (BXSL) stake by 35% in Q2 2026, selling an estimated $349K and leaving 27,450 shares worth $651K. The position accounts for 0.39% of the portfolio, ranked #59.

Capstone Wealth Management Group (Oregon) first reported a position in BXSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 27,450 shares of Blackstone Secured Lending worth $651K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 14,600 Blackstone Secured Lending shares in Q2 2026, an estimated $349K.
Blackstone Secured Lending made up 0.39% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #59 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Blackstone Secured Lending position peaked at $1.77M in Q1 2025.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.