TMWM
BXSL icon

Taylor & Morgan Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Taylor & Morgan 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 		$388K Sell
16,377
-421
-3% -$10.1K 0.19% 63
2026
Q1 		$398K Sell
16,798
-3,447
-17% -$85.9K 0.23% 56
2025
Q4 		$533K Buy
20,245
+89
+0.4% +$2.39K 0.3% 50
2025
Q3 		$525K Sell
20,156
-4,126
-17% -$124K 0.32% 41
2025
Q2 		$747K Sell
24,282
-843
-3% -$25.7K 0.5% 31
2025
Q1 		$813K Buy
25,125
+71
+0.3% +$2.34K 0.61% 28
2024
Q4 		$809K Sell
25,054
-4,356
-15% -$136K 0.57% 27
2024
Q3 		$861K Sell
29,410
-12,223
-29% -$369K 0.58% 24
2024
Q2 		$1.27M Sell
41,633
-5,763
-12% -$180K 0.9% 19
2024
Q1 		$1.48M Sell
47,396
-1,575
-3% -$46.1K 1.08% 18
2023
Q4 		$1.35M Buy
48,971
+5,741
+13% +$159K 1.08% 17
2023
Q3 		$1.18M Sell
43,230
-4,900
-10% -$136K 1.07% 18
2023
Q2 		$1.32M Sell
48,130
-2,154
-4% -$55.5K 1.08% 17
2023
Q1 		$1.25M Buy
50,284
+183
+0.4% +$4.49K 1.09% 20
2022
Q4 		$1.12M Buy
50,101
+169
+0.3% +$3.96K 1.06% 20
2022
Q3 		$1.14M Buy
49,932
+24,388
+95% +$582K 1.13% 19
2022
Q2 		$604K Buy
+25,544
New +$662K 0.57% 37

Other funds holding BXSL

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

Taylor & Morgan Wealth Management's BXSL Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 16,377 shares worth $388K. The position accounts for 0.19% of the portfolio, ranked #63.

Taylor & Morgan Wealth Management first reported a position in BXSL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.48M in Q1 2024. 131 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Taylor & Morgan Wealth Management held 16,377 shares of Blackstone Secured Lending worth $388K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 421 Blackstone Secured Lending shares in Q2 2026, an estimated $10.1K.
  • Blackstone Secured Lending made up 0.19% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Taylor & Morgan Wealth Management first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 17 quarters since.
  • Taylor & Morgan Wealth Management's Blackstone Secured Lending position peaked at $1.48M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.