Root Financial Partners’s BlackRock Health Sciences Trust BME Stock Holding History

Root Financial Partners’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	–	Sell	-580	Closed	-$22.3K	–	776
2026 Q1	$22.3K	Hold	580	–	–	﹤0.01%	1256
2025 Q4	$23.9K	Hold	580	–	–	﹤0.01%	1087
2025 Q3	$21.6K	Buy	+580	New	+$21.1K	﹤0.01%	1082

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

Root Financial Partners's BME Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock Health Sciences Trust (BME) in Q2 2026, closing a stake of 580 shares — an estimated $22.3K sold.

Root Financial Partners first reported a position in BME in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q4 2025. 78 funds tracked by Wall St. Rank hold BME as of Q2 2026.

Root Financial Partners reported no remaining BlackRock Health Sciences Trust position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 580 BlackRock Health Sciences Trust shares in Q2 2026, an estimated $22.3K.
Root Financial Partners first reported a position in BlackRock Health Sciences Trust in Q3 2025 and held it in 3 quarters.
Root Financial Partners's BlackRock Health Sciences Trust position peaked at $23.9K in Q4 2025.
78 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.