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NewEdge Wealth’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

NewEdge Wealth’s Portfolio BSTZ Stock Details BSTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Sell
10,347
-2,719
-21% -$75.1K ﹤0.01% 1022
2026
Q1 		$289K Sell
13,066
-3,750
-22% -$84.1K ﹤0.01% 973
2025
Q4 		$380K Hold
16,816
– – ﹤0.01% 939
2025
Q3 		$386K Sell
16,816
-36,653
-69% -$788K 0.01% 814
2025
Q2 		$1.15M Sell
53,469
-45,180
-46% -$840K 0.02% 500
2025
Q1 		$1.75M Sell
98,649
-6,344
-6% -$129K 0.03% 374
2024
Q4 		$2.17M Buy
104,993
+3,000
+3% +$61.9K 0.04% 334
2024
Q3 		$1.96M Buy
101,993
+62,060
+155% +$1.19M 0.04% 358
2024
Q2 		$795K Sell
39,933
-1,500
-4% -$28.1K 0.02% 452
2024
Q1 		$728K Sell
41,433
-18,163
-30% -$326K 0.02% 476
2023
Q4 		$996K Sell
59,596
-2,730
-4% -$44.1K 0.03% 399
2023
Q3 		$1.03M Buy
62,326
+8,408
+16% +$149K 0.03% 349
2023
Q2 		$976K Buy
53,918
+7,773
+17% +$134K 0.03% 359
2023
Q1 		$862K Buy
46,145
+11,568
+33% +$203K 0.03% 332
2022
Q4 		$541K Buy
34,577
+11,128
+47% +$189K 0.02% 357
2022
Q3 		$414K Buy
23,449
+3,272
+16% +$67.4K 0.02% 376
2022
Q2 		$395K Buy
+20,177
New +$473K 0.02% 423

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

NewEdge Wealth's BSTZ Position: Q2 2026 in Review

NewEdge Wealth reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 21% in Q2 2026, selling an estimated $75.1K and leaving 10,347 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

NewEdge Wealth first reported a position in BSTZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q4 2024. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • NewEdge Wealth held 10,347 shares of BlackRock Science and Technology Term Trust worth $311K as of Q2 2026.
  • NewEdge Wealth sold 2,719 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $75.1K.
  • BlackRock Science and Technology Term Trust made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1022 holding.
  • NewEdge Wealth first reported a position in BlackRock Science and Technology Term Trust in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's BlackRock Science and Technology Term Trust position peaked at $2.17M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.