Williams Jones Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Williams Jones 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 Q2	$3.3M	Buy	139,043 +84,876	+157%	+$2.03M	0.04%	168
2026 Q1	$1.28M	Hold	54,167	–	–	0.02%	236
2025 Q4	$1.43M	Buy	54,167 +13,400	+33%	+$360K	0.02%	227
2025 Q3	$1.06M	Hold	40,767	–	–	0.01%	244
2025 Q2	$1.25M	Hold	40,767	–	–	0.02%	233
2025 Q1	$1.32M	Buy	40,767 +634	+2%	+$20.9K	0.02%	217
2024 Q4	$1.3M	Buy	40,133 +233	+0.6%	+$7.29K	0.02%	223
2024 Q3	$1.17M	Sell	39,900 -7,000	-15%	-$211K	0.01%	246
2024 Q2	$1.44M	Hold	46,900	–	–	0.02%	225
2024 Q1	$1.46M	Buy	+46,900	New	+$1.37M	0.02%	224

Other funds holding BXSL

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Williams Jones Wealth Management's BXSL Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Blackstone Secured Lending (BXSL) stake by 157% in Q2 2026, buying an estimated $2.03M and bringing the position to 139,043 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #168.

Williams Jones Wealth Management first reported a position in BXSL in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Williams Jones Wealth Management held 139,043 shares of Blackstone Secured Lending worth $3.3M as of Q2 2026.
Williams Jones Wealth Management bought 84,876 Blackstone Secured Lending shares in Q2 2026, an estimated $2.03M.
Blackstone Secured Lending made up 0.04% of Williams Jones Wealth Management's portfolio in Q2 2026, its #168 holding.
Williams Jones Wealth Management first reported a position in Blackstone Secured Lending in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.