MAI Capital Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

MAI Capital Management’s Portfolio BLW Stock Details BLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Buy	18,393 +2,580	+16%	+$32.4K	﹤0.01%	1742
2026 Q1	$199K	Buy	15,813 +120	+0.8%	+$1.62K	﹤0.01%	1459
2025 Q4	$216K	Buy	15,693 +111	+0.7%	+$1.54K	﹤0.01%	1284
2025 Q3	$218K	Buy	15,582 +107	+0.7%	+$1.51K	﹤0.01%	1237
2025 Q2	$219K	Buy	15,475 +105	+0.7%	+$1.45K	﹤0.01%	1136
2025 Q1	$217K	Buy	15,370 +102	+0.7%	+$1.45K	﹤0.01%	1087
2024 Q4	$216K	Buy	+15,268	New	+$218K	﹤0.01%	1114

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

MAI Capital Management's BLW Position: Q2 2026 in Review

MAI Capital Management increased its BlackRock Limited Duration Income Trust (BLW) stake by 16% in Q2 2026, buying an estimated $32.4K and bringing the position to 18,393 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

MAI Capital Management first reported a position in BLW in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold BLW as of Q2 2026.

MAI Capital Management held 18,393 shares of BlackRock Limited Duration Income Trust worth $230K as of Q2 2026.
MAI Capital Management bought 2,580 BlackRock Limited Duration Income Trust shares in Q2 2026, an estimated $32.4K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1742 holding.
MAI Capital Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2026.

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