Owen LaRue’s BlackRock Health Sciences Trust BME Stock Holding History

Owen LaRue’s Portfolio BME Stock Details BME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,035	Closed	-$225K	–	123
2025 Q3	$225K	Sell	6,035 -763	-11%	-$27.7K	0.09%	106
2025 Q2	$248K	Buy	+6,798	New	+$246K	0.11%	95
2024 Q4	–	Sell	-5,875	Closed	-$246K	–	92
2024 Q3	$246K	Sell	5,875 -1,896	-24%	-$78.7K	0.13%	84
2024 Q2	$317K	Sell	7,771 -1,670	-18%	-$66.5K	0.2%	67
2024 Q1	$391K	Buy	9,441 +83	+0.9%	+$3.48K	0.24%	56
2023 Q4	$379K	Sell	9,358 -2,568	-22%	-$98.1K	0.36%	50
2023 Q3	$467K	Sell	11,926 -1,191	-9%	-$47.4K	0.51%	45
2023 Q2	$528K	Buy	13,117 +205	+2%	+$8.44K	0.56%	42
2023 Q1	$557K	Hold	12,912	–	–	0.6%	37
2022 Q4	$557K	Buy	+12,912	New	+$549K	0.6%	37

Other funds holding BME

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

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

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Owen LaRue's BME Position: Q4 2025 in Review

Owen LaRue sold out of BlackRock Health Sciences Trust (BME) in Q4 2025, closing a stake of 6,035 shares — an estimated $225K sold.

Owen LaRue first reported a position in BME in Q4 2022 and held it in 10 quarters. The position peaked at $557K in Q1 2023. 77 funds tracked by Wall St. Rank hold BME as of Q4 2025.

Owen LaRue reported no remaining BlackRock Health Sciences Trust position as of Q4 2025 after selling out during the quarter.
Owen LaRue sold 6,035 BlackRock Health Sciences Trust shares in Q4 2025, an estimated $225K.
Owen LaRue first reported a position in BlackRock Health Sciences Trust in Q4 2022 and held it in 10 quarters.
Owen LaRue's BlackRock Health Sciences Trust position peaked at $557K in Q1 2023.
77 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2025.

Based on Owen LaRue's 13F filing for Q4 2025, filed 5 Feb 2026.