EverSource Wealth Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

EverSource Wealth Advisors’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	$18K	Sell	355 -355	-50%	-$15.8K	﹤0.01%	2515
2026 Q1	$25.8K	Hold	710	–	–	﹤0.01%	2346
2025 Q4	$28.8K	Hold	710	–	–	﹤0.01%	2143
2025 Q3	$29.4K	Hold	710	–	–	﹤0.01%	2074
2025 Q2	$27.1K	Hold	710	–	–	﹤0.01%	2057
2025 Q1	$23.4K	Hold	710	–	–	﹤0.01%	1614
2024 Q4	$26K	Hold	710	–	–	﹤0.01%	1494
2024 Q3	$25.2K	Hold	710	–	–	﹤0.01%	1372
2024 Q2	$25.3K	Hold	710	–	–	﹤0.01%	1389
2024 Q1	$24.6K	Buy	+710	New	+$25.5K	﹤0.01%	1267

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

EverSource Wealth Advisors's BST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BlackRock Science and Technology Trust (BST) stake by 50% in Q2 2026, selling an estimated $15.8K and leaving 355 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

EverSource Wealth Advisors first reported a position in BST in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.4K in Q3 2025. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

EverSource Wealth Advisors held 355 shares of BlackRock Science and Technology Trust worth $18K as of Q2 2026.
EverSource Wealth Advisors sold 355 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $15.8K.
BlackRock Science and Technology Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2515 holding.
EverSource Wealth Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's BlackRock Science and Technology Trust position peaked at $29.4K in Q3 2025.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.