PS
BME icon

Principal Securities’s BlackRock Health Sciences Trust BME Stock Holding History

Principal Securities’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
-447
Closed -$16.6K – 1600
2025
Q3 		$16.6K Hold
447
– – ﹤0.01% 2487
2025
Q2 		$16.3K Hold
447
– – ﹤0.01% 2415
2025
Q1 		$17K Hold
447
– – ﹤0.01% 2297
2024
Q4 		$17K Buy
447
+300
+204% +$12K ﹤0.01% 2294
2024
Q3 		$6.16K Hold
147
– – ﹤0.01% 2603
2024
Q2 		$6K Hold
147
– – ﹤0.01% 2580
2024
Q1 		$6.09K Sell
147
-25
-15% -$1.05K ﹤0.01% 2536
2023
Q4 		$6.96K Buy
+172
New +$6.57K ﹤0.01% 2411

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's BME Position: Q4 2025 in Review

Principal Securities sold out of BlackRock Health Sciences Trust (BME) in Q4 2025, closing a stake of 447 shares — an estimated $16.6K sold.

Principal Securities first reported a position in BME in Q4 2023 and held it in 8 quarters. The position peaked at $17K in Q1 2025. 77 funds tracked by Wall St. Rank hold BME as of Q4 2025.

  • Principal Securities reported no remaining BlackRock Health Sciences Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 447 BlackRock Health Sciences Trust shares in Q4 2025, an estimated $16.6K.
  • Principal Securities first reported a position in BlackRock Health Sciences Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's BlackRock Health Sciences Trust position peaked at $17K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.