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 Q2	–	Sell	-7,559	Closed	-$275K	–	936
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

1CP

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Private Wealth Asset Management's BST Position: Q2 2026 in Review

Private Wealth Asset Management sold out of BlackRock Science and Technology Trust (BST) in Q2 2026, closing a stake of 7,559 shares — an estimated $275K sold.

Private Wealth Asset Management first reported a position in BST in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Private Wealth Asset Management reported no remaining BlackRock Science and Technology Trust position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 7,559 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $275K.
Private Wealth Asset Management first reported a position in BlackRock Science and Technology Trust in Q4 2025 and held it in 2 quarters.
Private Wealth Asset Management's BlackRock Science and Technology Trust position peaked at $292K in Q4 2025.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.