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MPWM Advisory Solutions’s BlackRock Science and Technology Trust BST Stock Holding History

MPWM Advisory Solutions’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Buy
9,104
+5,469
+150% +$217K 0.18% 78
2025
Q4 		$147K Buy
+3,635
New +$149K 0.08% 105

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KIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPWM Advisory Solutions's BST Position: Q1 2026 in Review

MPWM Advisory Solutions increased its BlackRock Science and Technology Trust (BST) stake by 150% in Q1 2026, buying an estimated $217K and bringing the position to 9,104 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #78.

MPWM Advisory Solutions first reported a position in BST in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • MPWM Advisory Solutions held 9,104 shares of BlackRock Science and Technology Trust worth $331K as of Q1 2026.
  • MPWM Advisory Solutions bought 5,469 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $217K.
  • BlackRock Science and Technology Trust made up 0.18% of MPWM Advisory Solutions's portfolio in Q1 2026, its #78 holding.
  • MPWM Advisory Solutions first reported a position in BlackRock Science and Technology Trust in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.