Global Retirement Partners’s BlackRock Science and Technology Trust BST Stock Holding History

Global Retirement Partners’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
2025 Q4	$44.4K	Hold	1,096	–	–	﹤0.01%	2421
2025 Q3	$45.3K	Hold	1,096	–	–	﹤0.01%	1952
2025 Q2	$41.8K	Buy	+1,096	New	+$38.3K	﹤0.01%	1868
2024 Q4	$40.1K	Hold	1,096	–	–	﹤0.01%	1734
2024 Q3	$38.8K	Hold	1,096	–	–	﹤0.01%	1679
2024 Q2	$41.3K	Hold	1,096	–	–	﹤0.01%	1638
2024 Q1	$40.5K	Hold	1,096	–	–	﹤0.01%	1497
2023 Q4	$37.7K	Buy	1,096 +850	+346%	+$28K	﹤0.01%	1493
2023 Q3	$7.78K	Hold	246	–	–	﹤0.01%	2048
2023 Q2	$8.47K	Hold	246	–	–	﹤0.01%	2021
2023 Q1	$7.6K	Hold	246	–	–	﹤0.01%	2020
2022 Q4	$6.98K	Hold	246	–	–	﹤0.01%	1910
2022 Q3	$8K	Hold	246	–	–	﹤0.01%	1751
2022 Q2	$8K	Hold	246	–	–	﹤0.01%	1712
2022 Q1	$8K	Buy	+246	New	+$10.9K	﹤0.01%	1694
2021 Q4	–	Sell	-83	Closed	-$4K	–	429
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	1662
2021 Q2	$5K	Hold	83	–	–	﹤0.01%	1552
2021 Q1	$4K	Buy	83 +52	+168%	+$2.82K	﹤0.01%	1504
2020 Q4	$2K	Buy	+31	New	+$1.46K	﹤0.01%	1586

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's BST Position: Q4 2025 in Review

Global Retirement Partners held its BlackRock Science and Technology Trust (BST) position steady in Q4 2025 at 1,096 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Global Retirement Partners first reported a position in BST in Q4 2020 and has held it in 19 quarters since. The position peaked at $45.3K in Q3 2025. 133 funds tracked by Wall St. Rank hold BST as of Q4 2025.

Global Retirement Partners held 1,096 shares of BlackRock Science and Technology Trust worth $44.4K as of Q4 2025.
Global Retirement Partners left its BlackRock Science and Technology Trust share count unchanged in Q4 2025.
BlackRock Science and Technology Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2421 holding.
Global Retirement Partners first reported a position in BlackRock Science and Technology Trust in Q4 2020 and has held it in 19 quarters since.
Global Retirement Partners's BlackRock Science and Technology Trust position peaked at $45.3K in Q3 2025.
133 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.