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Institute for Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Institute for 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
Q2 		$2.74M Buy
115,773
+81,503
+238% +$1.95M 0.24% 81
2026
Q1 		$812K Sell
34,270
-45,014
-57% -$1.12M 0.09% 233
2025
Q4 		$2.09M Buy
79,284
+129
+0.2% +$3.46K 0.22% 96
2025
Q3 		$2.06M Buy
79,155
+4,829
+6% +$145K 0.21% 98
2025
Q2 		$2.29M Sell
74,326
-754
-1% -$23K 0.25% 84
2025
Q1 		$2.43M Buy
75,080
+2,760
+4% +$91K 0.31% 71
2024
Q4 		$2.34M Buy
72,320
+6,779
+10% +$212K 0.29% 72
2024
Q3 		$1.92M Buy
65,541
+4,012
+7% +$121K 0.24% 91
2024
Q2 		$1.88M Buy
61,529
+8,161
+15% +$255K 0.25% 84
2024
Q1 		$1.66M Buy
53,368
+4,090
+8% +$120K 0.21% 101
2023
Q4 		$1.36M Buy
49,278
+11,777
+31% +$325K 0.22% 112
2023
Q3 		$1.03M Buy
+37,501
New +$1.04M 0.19% 134

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 $77.5B AUM 27.94% 1-Year Est. Return

Institute for Wealth Management's BXSL Position: Q2 2026 in Review

Institute for Wealth Management increased its Blackstone Secured Lending (BXSL) stake by 238% in Q2 2026, buying an estimated $1.95M and bringing the position to 115,773 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #81.

Institute for Wealth Management first reported a position in BXSL in Q3 2023 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Institute for Wealth Management held 115,773 shares of Blackstone Secured Lending worth $2.74M as of Q2 2026.
  • Institute for Wealth Management bought 81,503 Blackstone Secured Lending shares in Q2 2026, an estimated $1.95M.
  • Blackstone Secured Lending made up 0.24% of Institute for Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Institute for Wealth Management first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 12 quarters since.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.