Northwestern Mutual Wealth Management
BSTZ icon

Northwestern Mutual Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$129K Sell
5,838
-1,277
-18% -$28.6K ﹤0.01% 2074
2025
Q4 		$161K Sell
7,115
-2,950
-29% -$65.8K ﹤0.01% 1961
2025
Q3 		$223K Buy
10,065
+3,427
+52% +$73.7K ﹤0.01% 1751
2025
Q2 		$138K Buy
6,638
+767
+13% +$14.3K ﹤0.01% 1894
2025
Q1 		$104K Buy
5,871
+33
+0.6% +$673 ﹤0.01% 1913
2024
Q4 		$121K Buy
+5,838
New +$120K ﹤0.01% 1848
2024
Q3 		– Sell
-175
Closed -$3.48K – 3608
2024
Q2 		$3.48K Buy
+175
New +$3.28K ﹤0.01% 2971
2024
Q1 		– Sell
-763
Closed -$12.8K – 3591
2023
Q4 		$12.8K Buy
+763
New +$12.3K ﹤0.01% 2543
2023
Q2 		– Sell
-426
Closed -$7.96K – 3367
2023
Q1 		$7.96K Sell
426
-574
-57% -$10.1K ﹤0.01% 2584
2022
Q4 		$15.6K Buy
+1,000
New +$17K ﹤0.01% 2341
2020
Q2 		– Sell
-776
Closed -$13K – 2408
2020
Q1 		$13K Buy
+776
New +$15.2K ﹤0.01% 1821

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return