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LM Advisors’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

LM Advisors’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-48,997
Closed -$730K – 197
2025
Q1 		$730K Sell
48,997
-11,558
-19% -$181K 0.13% 123
2024
Q4 		$872K Sell
60,555
-24,728
-29% -$383K 0.16% 94
2024
Q3 		$1.35M Buy
+85,283
New +$1.34M 0.27% 65

Other funds holding BMEZ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LM Advisors's BMEZ Position: Q2 2025 in Review

LM Advisors sold out of BlackRock Health Sciences Trust II (BMEZ) in Q2 2025, closing a stake of 48,997 shares — an estimated $730K sold.

LM Advisors first reported a position in BMEZ in Q3 2024 and held it in 3 quarters. The position peaked at $1.35M in Q3 2024. 76 funds tracked by Wall St. Rank hold BMEZ as of Q2 2025.

  • LM Advisors reported no remaining BlackRock Health Sciences Trust II position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 48,997 BlackRock Health Sciences Trust II shares in Q2 2025, an estimated $730K.
  • LM Advisors first reported a position in BlackRock Health Sciences Trust II in Q3 2024 and held it in 3 quarters.
  • LM Advisors's BlackRock Health Sciences Trust II position peaked at $1.35M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.