Joseph P. Lucia & Associates’s Blackstone Secured Lending BXSL Stock Holding History

Joseph P. Lucia & Associates’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	$951K	Sell	38,985 -2,753	-7%	-$65.7K	0.29%	72
2026 Q1	$1.02M	Sell	41,738 -110	-0.3%	-$2.74K	0.36%	63
2025 Q4	$1.1M	Sell	41,848 -3,798	-8%	-$102K	0.4%	62
2025 Q3	$1.19M	Buy	45,646 +907	+2%	+$27.2K	0.45%	63
2025 Q2	$1.38M	Buy	44,739 +3,248	+8%	+$99.1K	0.56%	54
2025 Q1	$1.34M	Buy	41,491 +13,744	+50%	+$453K	0.61%	48
2024 Q4	$897K	Buy	27,747 +2,293	+9%	+$71.7K	0.4%	64
2024 Q3	$746K	Buy	25,454 +2,589	+11%	+$78.2K	0.34%	70
2024 Q2	$700K	Buy	22,865 +9,360	+69%	+$293K	0.36%	68
2024 Q1	$421K	Buy	13,505 +5,846	+76%	+$171K	0.23%	78
2023 Q4	$212K	Buy	+7,659	New	+$211K	0.13%	109

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

Joseph P. Lucia & Associates's BXSL Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Blackstone Secured Lending (BXSL) stake by 6.6% in Q2 2026, selling an estimated $65.7K and leaving 38,985 shares worth $951K. The position accounts for 0.29% of the portfolio, ranked #72.

Joseph P. Lucia & Associates first reported a position in BXSL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Joseph P. Lucia & Associates held 38,985 shares of Blackstone Secured Lending worth $951K as of Q2 2026.
Joseph P. Lucia & Associates sold 2,753 Blackstone Secured Lending shares in Q2 2026, an estimated $65.7K.
Blackstone Secured Lending made up 0.29% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #72 holding.
Joseph P. Lucia & Associates first reported a position in Blackstone Secured Lending in Q4 2023 and has held it in 11 quarters since.
Joseph P. Lucia & Associates's Blackstone Secured Lending position peaked at $1.38M in Q2 2025.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.