Joel Isaacson & Co’s Blackstone Secured Lending BXSL Stock Holding History

Joel Isaacson & Co’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	$601K	Sell	25,380 -620	-2%	-$15.4K	0.02%	258
2025 Q4	$685K	Sell	26,000 -6,500	-20%	-$174K	0.02%	238
2025 Q3	$847K	Hold	32,500	–	–	0.03%	194
2025 Q2	$999K	Hold	32,500	–	–	0.04%	171
2025 Q1	$1.05M	Hold	32,500	–	–	0.05%	153
2024 Q4	$1.05M	Hold	32,500	–	–	0.05%	146
2024 Q3	$952K	Hold	32,500	–	–	0.05%	151
2024 Q2	$995K	Hold	32,500	–	–	0.05%	136
2024 Q1	$1.01M	Hold	32,500	–	–	0.06%	133
2023 Q4	$898K	Hold	32,500	–	–	0.06%	135
2023 Q3	$889K	Hold	32,500	–	–	0.06%	128
2023 Q2	$889K	Sell	32,500 -7,611	-19%	-$196K	0.06%	129
2023 Q1	$1,000K	Hold	40,111	–	–	0.07%	121
2022 Q4	$896K	Hold	40,111	–	–	0.07%	121
2022 Q3	$912K	Buy	40,111 +20,057	+100%	+$478K	0.08%	111
2022 Q2	$474K	Buy	+20,054	New	+$520K	0.04%	169

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

Joel Isaacson & Co's BXSL Position: Q1 2026 in Review

Joel Isaacson & Co reduced its Blackstone Secured Lending (BXSL) stake by 2.4% in Q1 2026, selling an estimated $15.4K and leaving 25,380 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #258.

Joel Isaacson & Co first reported a position in BXSL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Joel Isaacson & Co held 25,380 shares of Blackstone Secured Lending worth $601K as of Q1 2026.
Joel Isaacson & Co sold 620 Blackstone Secured Lending shares in Q1 2026, an estimated $15.4K.
Blackstone Secured Lending made up 0.02% of Joel Isaacson & Co's portfolio in Q1 2026, its #258 holding.
Joel Isaacson & Co first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 16 quarters since.
Joel Isaacson & Co's Blackstone Secured Lending position peaked at $1.05M in Q1 2025.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.