SageView Advisory Group
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SageView Advisory Group’s BlackRock Health Sciences Trust BME Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,010
Closed -$41.5K – 818
2025
Q4 		$41.5K Buy
+1,010
New +$39.9K ﹤0.01% 1153

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's BME Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackRock Health Sciences Trust (BME) in Q1 2026, closing a stake of 1,010 shares — an estimated $41.5K sold.

SageView Advisory Group first reported a position in BME in Q4 2025 and held it in 1 quarter. The position peaked at $41.5K in Q4 2025. 76 funds tracked by Wall St. Rank hold BME as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Health Sciences Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,010 BlackRock Health Sciences Trust shares in Q1 2026, an estimated $41.5K.
  • SageView Advisory Group first reported a position in BlackRock Health Sciences Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Health Sciences Trust position peaked at $41.5K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.