NWF Advisory Services’s BlackRock Science and Technology Trust BST Stock Holding History

NWF Advisory Services’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	$2.62M	Sell	72,005 -550	-0.8%	-$21.8K	0.3%	69
2025 Q4	$2.94M	Sell	72,555 -9,710	-12%	-$399K	0.33%	64
2025 Q3	$3.4M	Buy	82,265 +5,530	+7%	+$218K	0.37%	62
2025 Q2	$2.93M	Buy	76,735 +1,735	+2%	+$60.6K	0.35%	63
2025 Q1	$2.47M	Buy	+75,000	New	+$2.74M	0.35%	60
2024 Q4	–	Sell	-71,300	Closed	-$2.53M	–	303
2024 Q3	$2.53M	Sell	71,300 -1,050	-1%	-$37.1K	0.37%	60
2024 Q2	$2.72M	Buy	72,350 +750	+1%	+$27.1K	0.43%	50
2024 Q1	$2.64M	Sell	71,600 -3,369	-4%	-$121K	0.44%	50
2023 Q4	$2.52M	Buy	74,969 +13,769	+22%	+$453K	0.5%	43
2023 Q3	$1.92M	Buy	61,200 +2,900	+5%	+$96.5K	0.45%	44
2023 Q2	$2.01M	Hold	58,300	–	–	0.47%	43
2023 Q1	$2.01M	Buy	+58,300	New	+$1.85M	0.47%	43

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWF Advisory Services's BST Position: Q1 2026 in Review

NWF Advisory Services reduced its BlackRock Science and Technology Trust (BST) stake by 0.76% in Q1 2026, selling an estimated $21.8K and leaving 72,005 shares worth $2.62M. The position accounts for 0.3% of the portfolio, ranked #69.

NWF Advisory Services first reported a position in BST in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.4M in Q3 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

NWF Advisory Services held 72,005 shares of BlackRock Science and Technology Trust worth $2.62M as of Q1 2026.
NWF Advisory Services sold 550 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $21.8K.
BlackRock Science and Technology Trust made up 0.3% of NWF Advisory Services's portfolio in Q1 2026, its #69 holding.
NWF Advisory Services first reported a position in BlackRock Science and Technology Trust in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's BlackRock Science and Technology Trust position peaked at $3.4M in Q3 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.