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
2025 Q4	$41.5K	Buy	+1,010	New	+$39.9K	﹤0.01%	1153

Other funds holding BME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's BME Position: Q4 2025 in Review

SageView Advisory Group opened a new position in BlackRock Health Sciences Trust (BME) in Q4 2025: 1,010 shares worth $41.5K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings.

77 funds tracked by Wall St. Rank hold BME as of Q4 2025.

SageView Advisory Group held 1,010 shares of BlackRock Health Sciences Trust worth $41.5K as of Q4 2025.
BlackRock Health Sciences Trust was a new SageView Advisory Group position in Q4 2025.
BlackRock Health Sciences Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1153 holding.
77 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.