NewEdge Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

NewEdge Advisors’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	$3.75M	Buy	414,875 +221,371	+114%	+$1.84M	0.01%	892
2026 Q1	$1.28M	Sell	193,504 -46,048	-19%	-$305K	﹤0.01%	1364
2025 Q4	$1.58M	Buy	239,552 +84,883	+55%	+$571K	0.01%	1194
2025 Q3	$1.04M	Buy	154,669 +97,045	+168%	+$693K	﹤0.01%	1384
2025 Q2	$423K	Buy	57,624 +7,344	+15%	+$48.5K	﹤0.01%	1797
2025 Q1	$315K	Buy	50,280 +8,478	+20%	+$63K	﹤0.01%	1864
2024 Q4	$311K	Sell	41,802 -5,495	-12%	-$42.3K	﹤0.01%	1856
2024 Q3	$357K	Sell	47,297 -9,345	-16%	-$68.4K	﹤0.01%	1688
2024 Q2	$410K	Buy	56,642 +2,158	+4%	+$15.9K	﹤0.01%	1532
2024 Q1	$444K	Buy	54,484 +25,137	+86%	+$195K	﹤0.01%	1416
2023 Q4	$217K	Buy	+29,347	New	+$206K	﹤0.01%	1679

Other funds holding BTX

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

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

NewEdge Advisors's BTX Position: Q2 2026 in Review

NewEdge Advisors increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 114% in Q2 2026, buying an estimated $1.84M and bringing the position to 414,875 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #892.

NewEdge Advisors first reported a position in BTX in Q4 2023 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

NewEdge Advisors held 414,875 shares of BlackRock Technology and Private Equity Term Trust worth $3.75M as of Q2 2026.
NewEdge Advisors bought 221,371 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $1.84M.
BlackRock Technology and Private Equity Term Trust made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #892 holding.
NewEdge Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2023 and has held it in 11 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.