Lazard Asset Management
BTX

Lazard Asset Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Lazard Asset Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6M Buy
4,381,111
+1,016,636
+30% +$8.45M 0.06% 248
2026
Q1 		$22.2M Sell
3,364,475
-14,308
-0.4% -$94.7K 0.04% 309
2025
Q4 		$22.3M Buy
+3,378,783
New +$22.7M 0.04% 305
2025
Q3 		– Sell
-2,871,719
Closed -$21.1M – 2395
2025
Q2 		$21.1M Buy
2,871,719
+406,287
+16% +$2.69M 0.03% 396
2025
Q1 		$15.4M Hold
2,465,432
– – 0.02% 398
2024
Q4 		$18.3M Sell
2,465,432
-613,382
-20% -$4.72M 0.03% 349
2024
Q3 		$23.2M Buy
3,078,814
+496,889
+19% +$3.64M 0.03% 317
2024
Q2 		$18.7M Hold
2,581,925
– – 0.02% 390
2024
Q1 		$21M Hold
2,581,925
– – 0.03% 374
2023
Q4 		$18.9M Hold
2,581,925
– – 0.02% 400
2023
Q3 		$18M Buy
2,581,925
+462,842
+22% +$3.53M 0.02% 410
2023
Q2 		$16.6M Hold
2,119,083
– – 0.02% 454
2023
Q1 		$17M Buy
2,119,083
+542,449
+34% +$4.04M 0.02% 460
2022
Q4 		$10.7M Hold
1,576,634
– – 0.01% 556
2022
Q3 		$11.5M Hold
1,576,634
– – 0.02% 542
2022
Q2 		$12.5M Buy
1,576,634
+788,968
+100% +$7.09M 0.02% 538
2022
Q1 		$8.97M Buy
787,666
+11,038
+1% +$139K 0.01% 638
2021
Q4 		$11.3M Buy
776,628
+473,628
+156% +$7.85M 0.01% 602
2021
Q3 		$5.48M Buy
+303,000
New +$5.89M 0.01% 743

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lazard Asset Management's BTX Position: Q2 2026 in Review

Lazard Asset Management increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 30% in Q2 2026, buying an estimated $8.45M and bringing the position to 4,381,111 shares worth $39.6M. The position accounts for 0.06% of the portfolio, ranked #248.

Lazard Asset Management first reported a position in BTX in Q3 2021 and has held it in 19 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Lazard Asset Management held 4,381,111 shares of BlackRock Technology and Private Equity Term Trust worth $39.6M as of Q2 2026.
  • Lazard Asset Management bought 1,016,636 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $8.45M.
  • BlackRock Technology and Private Equity Term Trust made up 0.06% of Lazard Asset Management's portfolio in Q2 2026, its #248 holding.
  • Lazard Asset Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2021 and has held it in 19 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.