MCM
BTX

MAI Capital Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

MAI Capital 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 		– Sell
-684
Closed -$4.51K – 4842
2026
Q1 		$4.51K Hold
684
– – ﹤0.01% 3570
2025
Q4 		$4.51K Hold
684
– – ﹤0.01% 3151
2025
Q3 		$4.58K Hold
684
– – ﹤0.01% 3054
2025
Q2 		$5.02K Hold
684
– – ﹤0.01% 3045
2025
Q1 		$4.28K Hold
684
– – ﹤0.01% 2770
2024
Q4 		$5.09K Buy
+684
New +$5.26K ﹤0.01% 2762
2024
Q3 		– Sell
-16,305
Closed -$118K – 1256
2024
Q2 		$118K Buy
16,305
+225
+1% +$1.66K ﹤0.01% 1174
2024
Q1 		$131K Buy
+16,080
New +$125K ﹤0.01% 1150

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

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

MAI Capital Management sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026, closing a stake of 684 shares — an estimated $4.51K sold.

MAI Capital Management first reported a position in BTX in Q1 2024 and held it in 8 quarters. The position peaked at $131K in Q1 2024. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • MAI Capital Management reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 684 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $4.51K.
  • MAI Capital Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2024 and held it in 8 quarters.
  • MAI Capital Management's BlackRock Technology and Private Equity Term Trust position peaked at $131K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

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