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

SageView Advisory Group’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16
Closed -$241 – 820
2025
Q4 		$241 Buy
+16
New +$240 ﹤0.01% 2505

Other funds holding BMEZ

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

SageView Advisory Group sold out of BlackRock Health Sciences Trust II (BMEZ) in Q1 2026, closing a stake of 16 shares — an estimated $241 sold.

SageView Advisory Group first reported a position in BMEZ in Q4 2025 and held it in 1 quarter. The position peaked at $241 in Q4 2025. 88 funds tracked by Wall St. Rank hold BMEZ as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Health Sciences Trust II position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 16 BlackRock Health Sciences Trust II shares in Q1 2026, an estimated $241.
  • SageView Advisory Group first reported a position in BlackRock Health Sciences Trust II in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Health Sciences Trust II position peaked at $241 in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q1 2026.

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