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Legacy Wealth Management (Idaho)’s BlackRock Health Sciences Trust BME Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45
Closed -$649 – 935
2025
Q3 		$649 Sell
45
-1,477
-97% -$53.7K ﹤0.01% 664
2025
Q2 		$21.7K Buy
+1,522
New +$55.2K 0.01% 233

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BME Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of BlackRock Health Sciences Trust (BME) in Q4 2025, closing a stake of 45 shares — an estimated $649 sold.

Legacy Wealth Management (Idaho) first reported a position in BME in Q2 2025 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 77 funds tracked by Wall St. Rank hold BME as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining BlackRock Health Sciences Trust position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 45 BlackRock Health Sciences Trust shares in Q4 2025, an estimated $649.
  • Legacy Wealth Management (Idaho) first reported a position in BlackRock Health Sciences Trust in Q2 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s BlackRock Health Sciences Trust position peaked at $21.7K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.