LVW Advisors’s Blackstone Secured Lending BXSL Stock Holding History

LVW Advisors’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
2025 Q3	–	Sell	-7,000	Closed	-$215K	–	353
2025 Q2	$215K	Hold	7,000	–	–	0.02%	309
2025 Q1	$227K	Hold	7,000	–	–	0.03%	282
2024 Q4	$226K	Hold	7,000	–	–	0.03%	287
2024 Q3	$205K	Hold	7,000	–	–	0.03%	300
2024 Q2	$214K	Hold	7,000	–	–	0.03%	276
2024 Q1	$218K	Buy	+7,000	New	+$205K	0.04%	269

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

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

LVW Advisors's BXSL Position: Q3 2025 in Review

LVW Advisors sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 7,000 shares — an estimated $215K sold.

LVW Advisors first reported a position in BXSL in Q1 2024 and held it in 6 quarters. The position peaked at $227K in Q1 2025. 379 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

LVW Advisors reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
LVW Advisors sold 7,000 Blackstone Secured Lending shares in Q3 2025, an estimated $215K.
LVW Advisors first reported a position in Blackstone Secured Lending in Q1 2024 and held it in 6 quarters.
LVW Advisors's Blackstone Secured Lending position peaked at $227K in Q1 2025.
379 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.