Boaz Weinstein’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Boaz Weinstein’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
2026 Q2	$28.1M	Buy	3,116,387 +2,352,190	+308%	+$19.5M	0.72%	28
2026 Q1	$5.04M	Buy	+764,197	New	+$5.06M	0.14%	119
2025 Q3	–	Sell	-60,675,395	Closed	-$445M	–	360
2025 Q2	$445M	Hold	60,675,395	–	–	10.46%	2
2025 Q1	$380M	Buy	60,675,395 +519,269	+0.9%	+$3.86M	10.27%	2
2024 Q4	$448M	Buy	60,156,126 +4,361,522	+8%	+$33.6M	10.49%	2
2024 Q3	$421M	Buy	55,794,604 +3,691,310	+7%	+$27M	8.78%	2
2024 Q2	$377M	Buy	52,103,294 +139,326	+0.3%	+$1.03M	6.26%	3
2024 Q1	$423M	Buy	51,963,968 +8,204,566	+19%	+$63.6M	7.24%	3
2023 Q4	$321M	Buy	43,759,402 +20,525,448	+88%	+$144M	6.45%	2
2023 Q3	$162M	Buy	23,233,954 +5,626,581	+32%	+$42.9M	3.88%	3
2023 Q2	$138M	Buy	17,607,373 +4,177,120	+31%	+$31.6M	3.6%	4
2023 Q1	$108M	Buy	13,430,253 +7,075,842	+111%	+$52.7M	2.06%	6
2022 Q4	$43.3M	Buy	6,354,411 +4,960,391	+356%	+$35.4M	0.59%	16
2022 Q3	$10.1M	Buy	+1,394,020	New	+$11.7M	0.11%	337
2022 Q1	–	Sell	-330,770	Closed	-$4.81M	–	972
2021 Q4	$4.81M	Buy	+330,770	New	+$5.48M	0.07%	378

Other funds holding BTX

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

Boaz Weinstein's BTX Position: Q2 2026 in Review

Boaz Weinstein increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 308% in Q2 2026, buying an estimated $19.5M and bringing the position to 3,116,387 shares worth $28.1M. The position accounts for 0.72% of the portfolio, ranked #28.

Boaz Weinstein first reported a position in BTX in Q4 2021 and has held it in 15 quarters since. The position peaked at $448M in Q4 2024. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Boaz Weinstein held 3,116,387 shares of BlackRock Technology and Private Equity Term Trust worth $28.1M as of Q2 2026.
Boaz Weinstein bought 2,352,190 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $19.5M.
BlackRock Technology and Private Equity Term Trust made up 0.72% of Boaz Weinstein's portfolio in Q2 2026, its #28 holding.
Boaz Weinstein first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and has held it in 15 quarters since.
Boaz Weinstein's BlackRock Technology and Private Equity Term Trust position peaked at $448M in Q4 2024.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.