Corient Private Wealth’s BlackRock Science and Technology Trust BST Stock Holding History

Corient Private Wealth’s Portfolio BST Stock Details BST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	5,004 -900	-15%	-$40.2K	﹤0.01%	2656
2026 Q1	$215K	Sell	5,904 -326	-5%	-$12.9K	﹤0.01%	2521
2025 Q4	$253K	Buy	+6,230	New	+$256K	﹤0.01%	2286

Other funds holding BST

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Corient Private Wealth's BST Position: Q2 2026 in Review

Corient Private Wealth reduced its BlackRock Science and Technology Trust (BST) stake by 15% in Q2 2026, selling an estimated $40.2K and leaving 5,004 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Corient Private Wealth first reported a position in BST in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Corient Private Wealth held 5,004 shares of BlackRock Science and Technology Trust worth $254K as of Q2 2026.
Corient Private Wealth sold 900 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $40.2K.
BlackRock Science and Technology Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2656 holding.
Corient Private Wealth first reported a position in BlackRock Science and Technology Trust in Q4 2025 and has held it in 3 quarters since.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.