Creative Planning
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Creative Planning’s Blackstone Secured Lending BXSL Stock Holding History

Creative Planning’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 		$30.6M Sell
1,288,752
-71,965
-5% -$1.72M 0.02% 356
2026
Q1 		$32.2M Sell
1,360,717
-59,395
-4% -$1.48M 0.02% 296
2025
Q4 		$37.4M Sell
1,420,112
-10,833
-0.8% -$291K 0.03% 250
2025
Q3 		$37.3M Sell
1,430,945
-78,777
-5% -$2.37M 0.03% 240
2025
Q2 		$46.4M Sell
1,509,722
-115,876
-7% -$3.53M 0.04% 185
2025
Q1 		$52.6M Sell
1,625,598
-11,098
-0.7% -$366K 0.05% 149
2024
Q4 		$52.9M Sell
1,636,696
-68,128
-4% -$2.13M 0.05% 139
2024
Q3 		$49.9M Sell
1,704,824
-14,286
-0.8% -$431K 0.05% 142
2024
Q2 		$52.6M Sell
1,719,110
-305,032
-15% -$9.55M 0.06% 130
2024
Q1 		$63.1M Sell
2,024,142
-104,094
-5% -$3.05M 0.07% 111
2023
Q4 		$58.8M Sell
2,128,236
-101,778
-5% -$2.81M 0.11% 110
2023
Q3 		$61M Sell
2,230,014
-144,459
-6% -$4M 0.08% 106
2023
Q2 		$65M Buy
2,374,473
+93,841
+4% +$2.42M 0.09% 102
2023
Q1 		$56.9M Sell
2,280,632
-757,355
-25% -$18.6M 0.08% 102
2022
Q4 		$67.9M Sell
3,037,987
-12,907
-0.4% -$302K 0.1% 98
2022
Q3 		$69.4M Buy
3,050,894
+1,598,712
+110% +$38.1M 0.12% 79
2022
Q2 		$34.3M Buy
1,452,182
+754,963
+108% +$19.6M 0.06% 135
2022
Q1 		$19.4M Buy
+697,219
New +$20.4M 0.03% 208

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Nomura Asset Management
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Planning's BXSL Position: Q2 2026 in Review

Creative Planning reduced its Blackstone Secured Lending (BXSL) stake by 5.3% in Q2 2026, selling an estimated $1.72M and leaving 1,288,752 shares worth $30.6M. The position accounts for 0.02% of the portfolio, ranked #356.

Creative Planning first reported a position in BXSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $69.4M in Q3 2022. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Creative Planning held 1,288,752 shares of Blackstone Secured Lending worth $30.6M as of Q2 2026.
  • Creative Planning sold 71,965 Blackstone Secured Lending shares in Q2 2026, an estimated $1.72M.
  • Blackstone Secured Lending made up 0.02% of Creative Planning's portfolio in Q2 2026, its #356 holding.
  • Creative Planning first reported a position in Blackstone Secured Lending in Q1 2022 and has held it in 18 quarters since.
  • Creative Planning's Blackstone Secured Lending position peaked at $69.4M in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.