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Private Wealth Asset Management’s BlackRock Science and Technology Trust BST Stock Holding History

Private Wealth Asset Management’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 		$275K Buy
7,559
+359
+5% +$14.2K 0.03% 226
2025
Q4 		$292K Buy
+7,200
New +$296K 0.03% 225

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Asset Management's BST Position: Q1 2026 in Review

Private Wealth Asset Management increased its BlackRock Science and Technology Trust (BST) stake by 5% in Q1 2026, buying an estimated $14.2K and bringing the position to 7,559 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #226.

Private Wealth Asset Management first reported a position in BST in Q4 2025 and has held it in 2 quarters since. The position peaked at $292K in Q4 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Private Wealth Asset Management held 7,559 shares of BlackRock Science and Technology Trust worth $275K as of Q1 2026.
  • Private Wealth Asset Management bought 359 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $14.2K.
  • BlackRock Science and Technology Trust made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #226 holding.
  • Private Wealth Asset Management first reported a position in BlackRock Science and Technology Trust in Q4 2025 and has held it in 2 quarters since.
  • Private Wealth Asset Management's BlackRock Science and Technology Trust position peaked at $292K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.