Steward Partners Investment Advisory’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Steward Partners Investment Advisory’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.32M	Buy	243,765 +89,231	+58%	+$2.46M	0.04%	432
2026 Q1	$3.42M	Buy	154,534 +71	+0%	+$1.59K	0.02%	652
2025 Q4	$3.49M	Buy	154,463 +993	+0.6%	+$22.1K	0.02%	590
2025 Q3	$3.4M	Buy	153,470 +70,534	+85%	+$1.52M	0.02%	591
2025 Q2	$1.72M	Buy	82,936 +2,199	+3%	+$40.9K	0.01%	759
2025 Q1	$1.43M	Buy	80,737 +2,240	+3%	+$45.7K	0.01%	781
2024 Q4	$1.63M	Buy	78,497 +3,639	+5%	+$75.1K	0.01%	702
2024 Q3	$1.44M	Buy	74,858 +2,868	+4%	+$54.8K	0.01%	738
2024 Q2	$1.43M	Buy	71,990 +806	+1%	+$15.1K	0.02%	689
2024 Q1	$1.38M	Buy	71,184 +6,614	+10%	+$119K	0.02%	693
2023 Q4	$1.08M	Sell	64,570 -7,154	-10%	-$116K	0.01%	694
2023 Q3	$1.18M	Buy	71,724 +4,014	+6%	+$70.9K	0.02%	623
2023 Q2	$1.23M	Buy	67,710 +4,850	+8%	+$83.4K	0.02%	629
2023 Q1	$1.17M	Sell	62,860 -3,835	-6%	-$67.3K	0.02%	643
2022 Q4	$1.04M	Sell	66,695 -64,664	-49%	-$1.1M	0.02%	651
2022 Q3	$2.32M	Buy	131,359 +8,654	+7%	+$178K	0.04%	385
2022 Q2	$2.4M	Sell	122,705 -6,354	-5%	-$149K	0.04%	381
2022 Q1	$3.79M	Sell	129,059 -22,973	-15%	-$685K	0.06%	322
2021 Q4	$5.92M	Buy	152,032 +564	+0.4%	+$22.5K	0.09%	234
2021 Q3	$5.84M	Buy	151,468 +8,391	+6%	+$340K	0.1%	223
2021 Q2	$5.97M	Sell	143,077 -36,564	-20%	-$1.39M	0.1%	209
2021 Q1	$6.41M	Buy	179,641 +37,616	+26%	+$1.37M	0.11%	190
2020 Q4	$5.17M	Buy	142,025 +22,215	+19%	+$685K	0.11%	186
2020 Q3	$3.07M	Buy	119,810 +65,773	+122%	+$1.64M	0.08%	250
2020 Q2	$1.23M	Buy	54,037 +37,635	+229%	+$764K	0.03%	400
2020 Q1	$273K	Buy	16,402 +12,125	+283%	+$238K	0.01%	704
2019 Q4	$87K	Buy	+4,277	New	+$85.7K	﹤0.01%	1179

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

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

Steward Partners Investment Advisory's BSTZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 58% in Q2 2026, buying an estimated $2.46M and bringing the position to 243,765 shares worth $7.32M. The position accounts for 0.04% of the portfolio, ranked #432.

Steward Partners Investment Advisory first reported a position in BSTZ in Q4 2019 and has held it in 27 quarters since. 151 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Steward Partners Investment Advisory held 243,765 shares of BlackRock Science and Technology Term Trust worth $7.32M as of Q2 2026.
Steward Partners Investment Advisory bought 89,231 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $2.46M.
BlackRock Science and Technology Term Trust made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #432 holding.
Steward Partners Investment Advisory first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and has held it in 27 quarters since.
151 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.