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SHP Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

SHP 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
2026
Q2 		$32.1K Sell
1,355
-1,507
-53% -$36K ﹤0.01% 651
2026
Q1 		$67.8K Buy
2,862
+1,021
+55% +$25.4K 0.01% 439
2025
Q4 		$48.5K Buy
+1,841
New +$49.4K ﹤0.01% 488

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Nomura Asset Management
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SHP Wealth Management's BXSL Position: Q2 2026 in Review

SHP Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 53% in Q2 2026, selling an estimated $36K and leaving 1,355 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

SHP Wealth Management first reported a position in BXSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.8K in Q1 2026. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • SHP Wealth Management held 1,355 shares of Blackstone Secured Lending worth $32.1K as of Q2 2026.
  • SHP Wealth Management sold 1,507 Blackstone Secured Lending shares in Q2 2026, an estimated $36K.
  • Blackstone Secured Lending made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #651 holding.
  • SHP Wealth Management first reported a position in Blackstone Secured Lending in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Blackstone Secured Lending position peaked at $67.8K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.