P
BTX

&Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

&Partners’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 		$96.5K Sell
10,692
-497
-4% -$4.13K ﹤0.01% 2465
2026
Q1 		$73.8K Sell
11,189
-1,177
-10% -$7.79K ﹤0.01% 2355
2025
Q4 		$81.5K Sell
12,366
-2,244
-15% -$15.1K ﹤0.01% 2225
2025
Q3 		$97.9K Sell
14,610
-991
-6% -$7.08K ﹤0.01% 2055
2025
Q2 		$115K Hold
15,601
– – ﹤0.01% 1918
2025
Q1 		$98.8K Sell
15,601
-1,067
-6% -$7.93K ﹤0.01% 1715
2024
Q4 		$127K Buy
16,668
+5,425
+48% +$41.7K ﹤0.01% 1588
2024
Q3 		$84.9K Buy
+11,243
New +$82.3K ﹤0.01% 1373

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

&Partners's BTX Position: Q2 2026 in Review

&Partners reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 4.4% in Q2 2026, selling an estimated $4.13K and leaving 10,692 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

&Partners first reported a position in BTX in Q3 2024 and has held it in 8 quarters since. The position peaked at $127K in Q4 2024. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • &Partners held 10,692 shares of BlackRock Technology and Private Equity Term Trust worth $96.5K as of Q2 2026.
  • &Partners sold 497 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $4.13K.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2465 holding.
  • &Partners first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2024 and has held it in 8 quarters since.
  • &Partners's BlackRock Technology and Private Equity Term Trust position peaked at $127K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.