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Todd Wealth Management, LLC’s BlackRock Science and Technology Trust BST Stock Holding History

Todd Wealth Management, LLC’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 		$7.91M Buy
156,020
+3,979
+3% +$178K 6% 1
2026
Q1 		$5.53M Buy
152,041
+6,780
+5% +$268K 5.03% 2
2025
Q4 		$5.89M Buy
+145,261
New +$5.97M 5.33% 2

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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

Todd Wealth Management, LLC's BST Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its BlackRock Science and Technology Trust (BST) stake by 2.6% in Q2 2026, buying an estimated $178K and bringing the position to 156,020 shares worth $7.91M. The position accounts for 6% of the portfolio, ranked #1.

Todd Wealth Management, LLC 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.

  • Todd Wealth Management, LLC held 156,020 shares of BlackRock Science and Technology Trust worth $7.91M as of Q2 2026.
  • Todd Wealth Management, LLC bought 3,979 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $178K.
  • BlackRock Science and Technology Trust made up 6% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #1 holding.
  • Todd Wealth Management, LLC 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 Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.