Cassaday & Co Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Cassaday & Co 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 Q1	$346K	Hold	14,613	–	–	0.01%	272
2025 Q4	$385K	Sell	14,613 -466	-3%	-$12.5K	0.01%	252
2025 Q3	$393K	Buy	15,079 +466	+3%	+$14K	0.01%	241
2025 Q2	$449K	Hold	14,613	–	–	0.01%	218
2025 Q1	$473K	Sell	14,613 -2,032	-12%	-$67K	0.01%	205
2024 Q4	$538K	Buy	16,645 +2,032	+14%	+$63.5K	0.01%	186
2024 Q3	$428K	Sell	14,613 -1,017	-7%	-$30.7K	0.01%	200
2024 Q2	$479K	Buy	+15,630	New	+$489K	0.02%	176

Other funds holding BXSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Cassaday & Co Wealth Management's BXSL Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Blackstone Secured Lending (BXSL) position steady in Q1 2026 at 14,613 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #272.

Cassaday & Co Wealth Management first reported a position in BXSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $538K in Q4 2024. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Cassaday & Co Wealth Management held 14,613 shares of Blackstone Secured Lending worth $346K as of Q1 2026.
Cassaday & Co Wealth Management left its Blackstone Secured Lending share count unchanged in Q1 2026.
Blackstone Secured Lending made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #272 holding.
Cassaday & Co Wealth Management first reported a position in Blackstone Secured Lending in Q2 2024 and has held it in 8 quarters since.
Cassaday & Co Wealth Management's Blackstone Secured Lending position peaked at $538K in Q4 2024.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.