BN
BTX

Bill Nygren’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Bill Nygren’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,000
Closed -$184K – 189
2025
Q2 		$184K Buy
+25,000
New +$165K ﹤0.01% 164

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bill Nygren's BTX Position: Q3 2025 in Review

Bill Nygren sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 25,000 shares — an estimated $184K sold.

Bill Nygren first reported a position in BTX in Q2 2025 and held it in 1 quarter. The position peaked at $184K in Q2 2025. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

  • Bill Nygren reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
  • Bill Nygren sold 25,000 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $184K.
  • Bill Nygren first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2025 and held it in 1 quarter.
  • Bill Nygren's BlackRock Technology and Private Equity Term Trust position peaked at $184K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Harris Associates's 13F filing for Q3 2025, filed 14 Nov 2025.