Klingman & Associates’s Blackstone Secured Lending BXSL Stock Holding History

Klingman & 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	$254K	Buy	10,723 +13	+0.1%	+$310	0.01%	295
2026 Q1	$254K	Buy	10,710 +10	+0.1%	+$249	0.01%	285
2025 Q4	$282K	Hold	10,700	–	–	0.01%	264
2025 Q3	$279K	Hold	10,700	–	–	0.01%	266
2025 Q2	$329K	Sell	10,700 -3,026	-22%	-$92.3K	0.02%	231
2025 Q1	$444K	Buy	13,726 +26	+0.2%	+$857	0.03%	171
2024 Q4	$443K	Hold	13,700	–	–	0.03%	164
2024 Q3	$401K	Hold	13,700	–	–	0.02%	181
2024 Q2	$419K	Hold	13,700	–	–	0.03%	159
2024 Q1	$427K	Hold	13,700	–	–	0.03%	159
2023 Q4	$379K	Hold	13,700	–	–	0.03%	161
2023 Q3	$375K	Buy	+13,700	New	+$379K	0.03%	157

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

Klingman & Associates's BXSL Position: Q2 2026 in Review

Klingman & Associates increased its Blackstone Secured Lending (BXSL) stake by 0.12% in Q2 2026, buying an estimated $310 and bringing the position to 10,723 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #295.

Klingman & Associates first reported a position in BXSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $444K in Q1 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Klingman & Associates held 10,723 shares of Blackstone Secured Lending worth $254K as of Q2 2026.
Klingman & Associates bought 13 Blackstone Secured Lending shares in Q2 2026, an estimated $310.
Blackstone Secured Lending made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #295 holding.
Klingman & Associates first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 12 quarters since.
Klingman & Associates's Blackstone Secured Lending position peaked at $444K in Q1 2025.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.