SPIA
BME icon

Steward Partners Investment Advisory’s BlackRock Health Sciences Trust BME Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-77
Closed -$2.98K – 4136
2025
Q1 		$2.98K Hold
77
– – ﹤0.01% 3547
2024
Q4 		$2.92K Hold
77
– – ﹤0.01% 3533
2024
Q3 		$3.23K Buy
+77
New +$3.2K ﹤0.01% 3303

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's BME Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of BlackRock Health Sciences Trust (BME) in Q2 2025, closing a stake of 77 shares — an estimated $2.98K sold.

Steward Partners Investment Advisory first reported a position in BME in Q3 2024 and held it in 3 quarters. The position peaked at $3.23K in Q3 2024. 72 funds tracked by Wall St. Rank hold BME as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining BlackRock Health Sciences Trust position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 77 BlackRock Health Sciences Trust shares in Q2 2025, an estimated $2.98K.
  • Steward Partners Investment Advisory first reported a position in BlackRock Health Sciences Trust in Q3 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's BlackRock Health Sciences Trust position peaked at $3.23K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.