United Advisor Group’s Blackstone Secured Lending BXSL Stock Holding History

United Advisor Group’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 Q3	$568K	Buy	23,707 +2,000	+9%	+$48.3K	0.05%	321
2026 Q2	$515K	Buy	21,707 +700	+3%	+$16.7K	0.05%	313
2026 Q1	$498K	Buy	21,007 +7,200	+52%	+$179K	0.06%	290
2025 Q4	$364K	Sell	13,807 -559	-4%	-$15K	0.05%	337
2025 Q3	$375K	Sell	14,366 -17	-0.1%	-$511	0.05%	318
2025 Q2	$442K	Buy	14,383 +38	+0.3%	+$1.16K	0.08%	244
2025 Q1	$464K	Buy	14,345 +9	+0.1%	+$297	0.1%	194
2024 Q4	$463K	Buy	14,336 +10	+0.1%	+$313	0.09%	208
2024 Q3	$420K	Buy	14,326 +78	+0.5%	+$2.36K	0.09%	216
2024 Q2	$436K	Sell	14,248 -162	-1%	-$5.07K	0.14%	150
2024 Q1	$449K	Buy	+14,410	New	+$422K	0.17%	127

Other funds holding BXSL

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's BXSL Position: Q3 2026 in Review

United Advisor Group increased its Blackstone Secured Lending (BXSL) stake by 9.2% in Q3 2026, buying an estimated $48.3K and bringing the position to 23,707 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #321.

United Advisor Group first reported a position in BXSL in Q1 2024 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

United Advisor Group held 23,707 shares of Blackstone Secured Lending worth $568K as of Q3 2026.
United Advisor Group bought 2,000 Blackstone Secured Lending shares in Q3 2026, an estimated $48.3K.
Blackstone Secured Lending made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #321 holding.
United Advisor Group first reported a position in Blackstone Secured Lending in Q1 2024 and has held it in 11 quarters since.
215 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.