Ulland Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Ulland Investment Advisors’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Buy	23,700 +3,700	+19%	+$51.5K	0.24%	65
2026 Q1	$302K	Buy	+20,000	New	+$297K	0.26%	58
2024 Q4	–	Sell	-14,700	Closed	-$222K	–	210
2024 Q3	$222K	Hold	14,700	–	–	0.16%	58
2024 Q2	$230K	Hold	14,700	–	–	0.16%	55
2024 Q1	$235K	Hold	14,700	–	–	0.19%	54
2023 Q4	$235K	Buy	14,700 +3,700	+34%	+$63.7K	0.24%	49
2023 Q3	$190K	Buy	11,000 +2,500	+29%	+$42.6K	0.21%	56
2023 Q2	$136K	Buy	+8,500	New	+$136K	0.14%	60

Other funds holding BSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ulland Investment Advisors's BSM Position: Q2 2026 in Review

Ulland Investment Advisors increased its Black Stone Minerals (BSM) stake by 19% in Q2 2026, buying an estimated $51.5K and bringing the position to 23,700 shares worth $331K. The position accounts for 0.24% of the portfolio, ranked #65.

Ulland Investment Advisors first reported a position in BSM in Q2 2023 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Ulland Investment Advisors held 23,700 shares of Black Stone Minerals worth $331K as of Q2 2026.
Ulland Investment Advisors bought 3,700 Black Stone Minerals shares in Q2 2026, an estimated $51.5K.
Black Stone Minerals made up 0.24% of Ulland Investment Advisors's portfolio in Q2 2026, its #65 holding.
Ulland Investment Advisors first reported a position in Black Stone Minerals in Q2 2023 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.