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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 79 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.
79 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.