PMG Family Office’s BlackRock Health Sciences Trust BME Stock Holding History

PMG Family Office’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
2026 Q2	$306K	Buy	7,130 +425	+6%	+$16.9K	0.28%	84
2026 Q1	$258K	Buy	6,705 +263	+4%	+$10.8K	0.29%	85
2025 Q4	$265K	Sell	6,442 -2,266	-26%	-$89.5K	0.31%	83
2025 Q3	$324K	Buy	+8,708	New	+$316K	0.36%	81

Other funds holding BME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRW

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PMG Family Office's BME Position: Q2 2026 in Review

PMG Family Office increased its BlackRock Health Sciences Trust (BME) stake by 6.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 7,130 shares worth $306K. The position accounts for 0.28% of the portfolio, ranked #84.

PMG Family Office first reported a position in BME in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 79 funds tracked by Wall St. Rank hold BME as of Q2 2026.

PMG Family Office held 7,130 shares of BlackRock Health Sciences Trust worth $306K as of Q2 2026.
PMG Family Office bought 425 BlackRock Health Sciences Trust shares in Q2 2026, an estimated $16.9K.
BlackRock Health Sciences Trust made up 0.28% of PMG Family Office's portfolio in Q2 2026, its #84 holding.
PMG Family Office first reported a position in BlackRock Health Sciences Trust in Q3 2025 and has held it in 4 quarters since.
PMG Family Office's BlackRock Health Sciences Trust position peaked at $324K in Q3 2025.
79 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.