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

Herold 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	$307K	Hold	6,103	–	–	0.06%	224
2026 Q1	$222K	Sell	6,103 -170	-3%	-$6.73K	0.05%	243
2025 Q4	$254K	Buy	6,273 +41	+0.7%	+$1.69K	0.06%	223
2025 Q3	$258K	Sell	6,232 -1	-0%	-$39	0.06%	221
2025 Q2	$238K	Buy	6,233 +101	+2%	+$3.53K	0.05%	271
2025 Q1	$202K	Buy	6,132 +55	+0.9%	+$2.01K	0.04%	267
2024 Q4	$222K	Buy	+6,077	New	+$223K	0.05%	252
2022 Q2	–	Sell	-4,000	Closed	-$173K	–	251
2022 Q1	$173K	Buy	+4,000	New	+$177K	0.06%	214

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

Herold Advisors's BST Position: Q2 2026 in Review

Herold Advisors held its BlackRock Science and Technology Trust (BST) position steady in Q2 2026 at 6,103 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #224.

Herold Advisors first reported a position in BST in Q1 2022 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Herold Advisors held 6,103 shares of BlackRock Science and Technology Trust worth $307K as of Q2 2026.
Herold Advisors left its BlackRock Science and Technology Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Trust made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #224 holding.
Herold Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2022 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.