Ridgeline Wealth Planning’s Blackstone Secured Lending BXSL Stock Holding History

Ridgeline Wealth Planning’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	$1.07M	Sell	45,261 -1,615	-3%	-$38.6K	0.68%	18
2026 Q1	$1.11M	Buy	46,876 +16,563	+55%	+$413K	0.81%	17
2025 Q4	$798K	Buy	30,313 +16,226	+115%	+$436K	0.57%	21
2025 Q3	$367K	Buy	14,087 +2,233	+19%	+$67.1K	0.28%	33
2025 Q2	$365K	Hold	11,854	–	–	0.3%	31
2025 Q1	$384K	Sell	11,854 -63,035	-84%	-$2.08M	0.38%	25
2024 Q4	$2.42M	Buy	+74,889	New	+$2.34M	2.32%	10

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

Ridgeline Wealth Planning's BXSL Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Blackstone Secured Lending (BXSL) stake by 3.4% in Q2 2026, selling an estimated $38.6K and leaving 45,261 shares worth $1.07M. The position accounts for 0.68% of the portfolio, ranked #18.

Ridgeline Wealth Planning first reported a position in BXSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Ridgeline Wealth Planning held 45,261 shares of Blackstone Secured Lending worth $1.07M as of Q2 2026.
Ridgeline Wealth Planning sold 1,615 Blackstone Secured Lending shares in Q2 2026, an estimated $38.6K.
Blackstone Secured Lending made up 0.68% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #18 holding.
Ridgeline Wealth Planning first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's Blackstone Secured Lending position peaked at $2.42M in Q4 2024.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.