Carson Wealth (CWM LLC)
BXSL icon

Carson Wealth (CWM LLC)’s Blackstone Secured Lending BXSL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$346K Buy
14,606
+4,048
+38% +$101K ﹤0.01% 2290
2025
Q4 		$278K Sell
10,558
-1,246
-11% -$33.4K ﹤0.01% 2307
2025
Q3 		$308K Buy
11,804
+7,027
+147% +$211K ﹤0.01% 2109
2025
Q2 		$147K Buy
4,777
+11
+0.2% +$336 ﹤0.01% 2419
2025
Q1 		$154K Hold
4,766
– – ﹤0.01% 2093
2024
Q4 		$154K Buy
4,766
+398
+9% +$12.4K ﹤0.01% 2000
2024
Q3 		$128K Sell
4,368
-9,436
-68% -$285K ﹤0.01% 2033
2024
Q2 		$423K Buy
13,804
+10,905
+376% +$341K ﹤0.01% 1260
2024
Q1 		$90K Sell
2,899
-301
-9% -$8.82K ﹤0.01% 1937
2023
Q4 		$88K Hold
3,200
– – ﹤0.01% 1834
2023
Q3 		$88K Hold
3,200
– – ﹤0.01% 1712
2023
Q2 		$88K Buy
+3,200
New +$82.4K ﹤0.01% 1631
2022
Q3 		– Sell
-1,250
Closed -$30K – 3924
2022
Q2 		$30K Buy
+1,250
New +$32.4K ﹤0.01% 1880

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BXSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Blackstone Secured Lending (BXSL) stake by 38% in Q1 2026, buying an estimated $101K and bringing the position to 14,606 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Carson Wealth (CWM LLC) first reported a position in BXSL in Q2 2022 and has held it in 13 quarters since. The position peaked at $423K in Q2 2024. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,606 shares of Blackstone Secured Lending worth $346K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,048 Blackstone Secured Lending shares in Q1 2026, an estimated $101K.
  • Blackstone Secured Lending made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2290 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Blackstone Secured Lending position peaked at $423K in Q2 2024.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.