Venturi Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Venturi 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
2025 Q1	–	Sell	-49	Closed	-$1.58K	–	752
2024 Q4	$1.58K	Hold	49	–	–	﹤0.01%	1877
2024 Q3	$1.44K	Buy	49 +11	+29%	+$332	﹤0.01%	1722
2024 Q2	$1.16K	Hold	38	–	–	﹤0.01%	1452
2024 Q1	$1.18K	Sell	38 -44	-54%	-$1.29K	﹤0.01%	1320
2023 Q4	$2.27K	Sell	82 -62	-43%	-$1.71K	﹤0.01%	1192
2023 Q3	$3.94K	Buy	144 +15	+12%	+$415	﹤0.01%	1041
2023 Q2	$3.53K	Hold	129	–	–	﹤0.01%	808
2023 Q1	$3.22K	Buy	+129	New	+$3.16K	﹤0.01%	918

Other funds holding BXSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 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 Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Venturi Wealth Management's BXSL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 49 shares — an estimated $1.58K sold.

Venturi Wealth Management first reported a position in BXSL in Q1 2023 and held it in 8 quarters. The position peaked at $3.94K in Q3 2023. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

Venturi Wealth Management reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 49 Blackstone Secured Lending shares in Q1 2025, an estimated $1.58K.
Venturi Wealth Management first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Blackstone Secured Lending position peaked at $3.94K in Q3 2023.
372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.