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Clearstead Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Clearstead Advisors’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
2025
Q2 		– Sell
-166
Closed -$5.36K – 2753
2025
Q1 		$5.36K Sell
166
-3,110
-95% -$103K ﹤0.01% 1733
2024
Q4 		$106K Buy
3,276
+4
+0.1% +$125 ﹤0.01% 1014
2024
Q3 		$95.8K Buy
3,272
+4
+0.1% +$121 ﹤0.01% 1037
2024
Q2 		$100K Hold
3,268
– – ﹤0.01% 999
2024
Q1 		$102K Buy
3,268
+8
+0.2% +$234 0.01% 607
2023
Q4 		$90.1K Sell
3,260
-3,252
-50% -$89.8K ﹤0.01% 610
2023
Q3 		$178K Buy
6,512
+3,288
+102% +$91K 0.01% 592
2023
Q2 		$88.2K Buy
3,224
+3
+0.1% +$77 0.01% 605
2023
Q1 		$80.3K Buy
3,221
+3
+0.1% +$74 0.01% 553
2022
Q4 		$71.9K Buy
3,218
+3
+0.1% +$70 0.01% 564
2022
Q3 		$73K Buy
3,215
+1,609
+100% +$38.4K 0.01% 535
2022
Q2 		$38K Buy
1,606
+828
+106% +$21.5K ﹤0.01% 669
2022
Q1 		$22K Buy
+778
New +$22.8K ﹤0.01% 839

Other funds holding BXSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's BXSL Position: Q2 2025 in Review

Clearstead Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 166 shares — an estimated $5.36K sold.

Clearstead Advisors first reported a position in BXSL in Q1 2022 and held it in 13 quarters. The position peaked at $178K in Q3 2023. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

  • Clearstead Advisors reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 166 Blackstone Secured Lending shares in Q2 2025, an estimated $5.36K.
  • Clearstead Advisors first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 13 quarters.
  • Clearstead Advisors's Blackstone Secured Lending position peaked at $178K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.