Walter & Keenan Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Walter & Keenan 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
2026 Q1	$532K	Sell	22,441 -3,191	-12%	-$79.5K	0.15%	98
2025 Q4	$675K	Buy	25,632 +443	+2%	+$11.9K	0.18%	91
2025 Q3	$657K	Sell	25,189 -18,527	-42%	-$556K	0.18%	94
2025 Q2	$1.34M	Sell	43,716 -29,330	-40%	-$895K	0.39%	59
2025 Q1	$2.36M	Buy	73,046 +1,264	+2%	+$41.7K	0.71%	39
2024 Q4	$2.32M	Buy	71,782 +6,887	+11%	+$215K	0.7%	43
2024 Q3	$1.9M	Buy	64,895 +8,798	+16%	+$266K	0.58%	50
2024 Q2	$1.72M	Buy	56,097 +11,977	+27%	+$375K	0.55%	53
2024 Q1	$1.37M	Buy	44,120 +15,224	+53%	+$446K	0.45%	58
2023 Q4	$799K	Buy	28,896 +3,676	+15%	+$102K	0.29%	78
2023 Q3	$690K	Buy	25,220 +9,895	+65%	+$274K	0.27%	83
2023 Q2	$419K	Buy	+15,325	New	+$395K	0.15%	106

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GAM

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Walter & Keenan Wealth Management's BXSL Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 12% in Q1 2026, selling an estimated $79.5K and leaving 22,441 shares worth $532K. The position accounts for 0.15% of the portfolio, ranked #98.

Walter & Keenan Wealth Management first reported a position in BXSL in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q1 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Walter & Keenan Wealth Management held 22,441 shares of Blackstone Secured Lending worth $532K as of Q1 2026.
Walter & Keenan Wealth Management sold 3,191 Blackstone Secured Lending shares in Q1 2026, an estimated $79.5K.
Blackstone Secured Lending made up 0.15% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #98 holding.
Walter & Keenan Wealth Management first reported a position in Blackstone Secured Lending in Q2 2023 and has held it in 12 quarters since.
Walter & Keenan Wealth Management's Blackstone Secured Lending position peaked at $2.36M in Q1 2025.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.