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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$509K	Sell	16,944 -937	-5%	-$25.9K	﹤0.01%	2210
2026 Q1	$87.8K	Sell	17,881 -9,996	-36%	-$224K	﹤0.01%	2710
2025 Q4	$630K	Buy	27,877 +268	+1%	+$5.97K	﹤0.01%	1744
2025 Q3	$612K	Buy	27,609 +44	+0.2%	+$946	﹤0.01%	1687
2025 Q2	$572K	Buy	27,565 +12,547	+84%	+$233K	﹤0.01%	1635
2025 Q1	$266K	Buy	15,018 +106	+0.7%	+$2.16K	﹤0.01%	1913
2024 Q4	$309K	Sell	14,912 -3,130	-17%	-$64.6K	﹤0.01%	1875
2024 Q3	$346K	Buy	+18,042	New	+$345K	﹤0.01%	1948

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

RCM

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

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

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

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

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

KIM

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

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

Corient Private Wealth reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 5.2% in Q2 2026, selling an estimated $25.9K and leaving 16,944 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Corient Private Wealth first reported a position in BSTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $630K in Q4 2025. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Corient Private Wealth held 16,944 shares of BlackRock Science and Technology Term Trust worth $509K as of Q2 2026.
Corient Private Wealth sold 937 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $25.9K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2210 holding.
Corient Private Wealth first reported a position in BlackRock Science and Technology Term Trust in Q3 2024 and has held it in 8 quarters since.
Corient Private Wealth's BlackRock Science and Technology Term Trust position peaked at $630K in Q4 2025.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

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