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Smallwood Wealth Investment Management’s BlackRock Health Sciences Trust BME Stock Holding History

Smallwood Wealth Investment Management’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 		$1.07K Hold
25
– – ﹤0.01% 434
2026
Q1 		$962 Hold
25
– – ﹤0.01% 435
2025
Q4 		$1.03K Hold
25
– – ﹤0.01% 430
2025
Q3 		$930 Hold
25
– – ﹤0.01% 440
2025
Q2 		$911 Hold
25
– – ﹤0.01% 467
2025
Q1 		$966 Buy
+25
New +$991 ﹤0.01% 421

Other funds holding BME

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Smallwood Wealth Investment Management's BME Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its BlackRock Health Sciences Trust (BME) position steady in Q2 2026 at 25 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Smallwood Wealth Investment Management first reported a position in BME in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold BME as of Q2 2026.

  • Smallwood Wealth Investment Management held 25 shares of BlackRock Health Sciences Trust worth $1.07K as of Q2 2026.
  • Smallwood Wealth Investment Management left its BlackRock Health Sciences Trust share count unchanged in Q2 2026.
  • BlackRock Health Sciences Trust made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #434 holding.
  • Smallwood Wealth Investment Management first reported a position in BlackRock Health Sciences Trust in Q1 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.