Integrated Wealth Concepts’s Blackstone Secured Lending BXSL Stock Holding History

Integrated Wealth Concepts’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	$320K	Buy	13,498 +4,200	+45%	+$100K	﹤0.01%	1937
2026 Q1	$220K	Buy	+9,298	New	+$232K	﹤0.01%	2054
2025 Q4	–	Sell	-40,966	Closed	-$1.07M	–	1672
2025 Q3	$1.07M	Sell	40,966 -500	-1%	-$15K	0.01%	943
2025 Q2	$1.28M	Sell	41,466 -6,357	-13%	-$194K	0.01%	799
2025 Q1	$1.55M	Sell	47,823 -3,672	-7%	-$121K	0.02%	651
2024 Q4	$1.66M	Sell	51,495 -1,412	-3%	-$44.2K	0.02%	623
2024 Q3	$1.55M	Sell	52,907 -1,027	-2%	-$31K	0.02%	624
2024 Q2	$1.65M	Buy	53,934 +818	+2%	+$25.6K	0.02%	579
2024 Q1	$1.65M	Sell	53,116 -22,088	-29%	-$647K	0.02%	577
2023 Q4	$2.08M	Sell	75,204 -2,559	-3%	-$70.7K	0.03%	468
2023 Q3	$2.13M	Sell	77,763 -1,766	-2%	-$48.9K	0.04%	429
2023 Q2	$2.18M	Buy	+79,529	New	+$2.05M	0.04%	431

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Integrated Wealth Concepts's BXSL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Blackstone Secured Lending (BXSL) stake by 45% in Q2 2026, buying an estimated $100K and bringing the position to 13,498 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Integrated Wealth Concepts first reported a position in BXSL in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q2 2023. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Integrated Wealth Concepts held 13,498 shares of Blackstone Secured Lending worth $320K as of Q2 2026.
Integrated Wealth Concepts bought 4,200 Blackstone Secured Lending shares in Q2 2026, an estimated $100K.
Blackstone Secured Lending made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1937 holding.
Integrated Wealth Concepts first reported a position in Blackstone Secured Lending in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Blackstone Secured Lending position peaked at $2.18M in Q2 2023.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.