Oakwell Private Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Oakwell Private Wealth Management’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 Q1	–	Sell	-8,875	Closed	-$287K	–	69
2024 Q4	$287K	Hold	8,875	–	–	0.08%	55
2024 Q3	$260K	Hold	8,875	–	–	0.07%	55
2024 Q2	$272K	Buy	8,875 +200	+2%	+$6.26K	0.08%	58
2024 Q1	$270K	Hold	8,675	–	–	0.08%	56
2023 Q4	$240K	Hold	8,675	–	–	0.08%	55
2023 Q3	$237K	Hold	8,675	–	–	0.1%	58
2023 Q2	$237K	Hold	8,675	–	–	0.1%	57
2023 Q1	$216K	Buy	+8,675	New	+$213K	0.1%	58

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

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

Oakwell Private Wealth Management's BXSL Position: Q1 2025 in Review

Oakwell Private Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 8,875 shares — an estimated $287K sold.

Oakwell Private Wealth Management first reported a position in BXSL in Q1 2023 and held it in 8 quarters. The position peaked at $287K in Q4 2024. 373 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

Oakwell Private Wealth Management reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
Oakwell Private Wealth Management sold 8,875 Blackstone Secured Lending shares in Q1 2025, an estimated $287K.
Oakwell Private Wealth Management first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 8 quarters.
Oakwell Private Wealth Management's Blackstone Secured Lending position peaked at $287K in Q4 2024.
373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.