SWM
BXSL icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

SHP Wealth Management's BXSL Position: Q1 2026 in Review

SHP Wealth Management increased its Blackstone Secured Lending (BXSL) stake by 55% in Q1 2026, buying an estimated $25.4K and bringing the position to 2,862 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #439.

SHP Wealth Management first reported a position in BXSL in Q4 2025 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • SHP Wealth Management held 2,862 shares of Blackstone Secured Lending worth $67.8K as of Q1 2026.
  • SHP Wealth Management bought 1,021 Blackstone Secured Lending shares in Q1 2026, an estimated $25.4K.
  • Blackstone Secured Lending made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #439 holding.
  • SHP Wealth Management first reported a position in Blackstone Secured Lending in Q4 2025 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.