TW
BXSL icon

Transform Wealth’s Blackstone Secured Lending BXSL Stock Holding History

Transform Wealth’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
-6,538
Closed -$216K – 248
2024
Q4 		$216K Buy
+6,538
New +$204K 0.01% 248

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Transform Wealth's BXSL Position: Q1 2025 in Review

Transform Wealth sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 6,538 shares — an estimated $216K sold.

Transform Wealth first reported a position in BXSL in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

  • Transform Wealth reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 6,538 Blackstone Secured Lending shares in Q1 2025, an estimated $216K.
  • Transform Wealth first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 1 quarter.
  • Transform Wealth's Blackstone Secured Lending position peaked at $216K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.