Van Hulzen Asset Management’s Black Stone Minerals BSM Stock Holding History

Van Hulzen Asset Management’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	$210K	Buy	15,000 +5,000	+50%	+$69.6K	0.01%	372
2026 Q1	$151K	Hold	10,000	–	–	0.01%	354
2025 Q4	$133K	Hold	10,000	–	–	0.01%	335
2025 Q3	$131K	Buy	+10,000	New	+$126K	0.01%	330
2025 Q2	–	Sell	-15,000	Closed	-$229K	–	328
2025 Q1	$229K	Buy	+15,000	New	+$225K	0.02%	279

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

Van Hulzen Asset Management's BSM Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Black Stone Minerals (BSM) stake by 50% in Q2 2026, buying an estimated $69.6K and bringing the position to 15,000 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #372.

Van Hulzen Asset Management first reported a position in BSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $229K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Van Hulzen Asset Management held 15,000 shares of Black Stone Minerals worth $210K as of Q2 2026.
Van Hulzen Asset Management bought 5,000 Black Stone Minerals shares in Q2 2026, an estimated $69.6K.
Black Stone Minerals made up 0.01% of Van Hulzen Asset Management's portfolio in Q2 2026, its #372 holding.
Van Hulzen Asset Management first reported a position in Black Stone Minerals in Q1 2025 and has held it in 5 quarters since.
Van Hulzen Asset Management's Black Stone Minerals position peaked at $229K in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.