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

Spire Wealth 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 		$10.1K Hold
234
– – ﹤0.01% 1650
2026
Q1 		$9.01K Hold
234
– – ﹤0.01% 1649
2025
Q4 		$9.62K Buy
234
+46
+24% +$1.82K ﹤0.01% 1714
2025
Q3 		$7K Hold
188
– – ﹤0.01% 1879
2025
Q2 		$6.85K Hold
188
– – ﹤0.01% 1853
2025
Q1 		$7.26K Buy
188
+13
+7% +$515 ﹤0.01% 1948
2024
Q4 		$6.64K Hold
175
– – ﹤0.01% 1971
2024
Q3 		$7.34K Buy
175
+10
+6% +$415 ﹤0.01% 1727
2024
Q2 		$6.74K Hold
165
– – ﹤0.01% 1754
2024
Q1 		$6.84K Hold
165
– – ﹤0.01% 1842
2023
Q4 		$6.93K Hold
165
– – ﹤0.01% 1861
2023
Q3 		$6.46K Hold
165
– – ﹤0.01% 1861
2023
Q2 		$6.71K Hold
165
– – ﹤0.01% 1922
2023
Q1 		$6.91K Buy
165
+16
+11% +$673 ﹤0.01% 1963
2022
Q4 		$6K Hold
149
– – ﹤0.01% 1764
2022
Q3 		$6K Hold
149
– – ﹤0.01% 1684
2022
Q2 		$6K Hold
149
– – ﹤0.01% 2061
2022
Q1 		$7K Sell
149
-14,786
-99% -$655K ﹤0.01% 2140
2021
Q4 		$724K Buy
14,935
+14,800
+10,963% +$701K 0.02% 580
2021
Q3 		$6K Hold
135
– – ﹤0.01% 2225
2021
Q2 		$7K Sell
135
-14,665
-99% -$701K ﹤0.01% 2217
2021
Q1 		$670K Buy
+14,800
New +$701K 0.02% 570

Other funds holding BME

NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
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
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Spire Wealth Management's BME Position: Q2 2026 in Review

Spire Wealth Management held its BlackRock Health Sciences Trust (BME) position steady in Q2 2026 at 234 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Spire Wealth Management first reported a position in BME in Q1 2021 and has held it in 22 quarters since. The position peaked at $724K in Q4 2021. 15 funds tracked by Wall St. Rank hold BME as of Q2 2026.

  • Spire Wealth Management held 234 shares of BlackRock Health Sciences Trust worth $10.1K as of Q2 2026.
  • Spire Wealth Management left its BlackRock Health Sciences Trust share count unchanged in Q2 2026.
  • BlackRock Health Sciences Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1650 holding.
  • Spire Wealth Management first reported a position in BlackRock Health Sciences Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's BlackRock Health Sciences Trust position peaked at $724K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.