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 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 $1.66T 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

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

1CP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Herold Advisors's BST Position: Q1 2026 in Review

Herold Advisors reduced its BlackRock Science and Technology Trust (BST) stake by 2.7% in Q1 2026, selling an estimated $6.73K and leaving 6,103 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #243.

Herold Advisors first reported a position in BST in Q1 2022 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Herold Advisors held 6,103 shares of BlackRock Science and Technology Trust worth $222K as of Q1 2026.
Herold Advisors sold 170 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $6.73K.
BlackRock Science and Technology Trust made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #243 holding.
Herold Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2022 and has held it in 7 quarters since.
Herold Advisors's BlackRock Science and Technology Trust position peaked at $258K in Q3 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.