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Stockman Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Stockman Wealth Management’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 		$376K Buy
12,515
+212
+2% +$5.85K 0.04% 130
2026
Q1 		$273K Buy
12,303
+263
+2% +$5.9K 0.03% 149
2025
Q4 		$272K Buy
12,040
+435
+4% +$9.7K 0.03% 147
2025
Q3 		$257K Buy
11,605
+338
+3% +$7.26K 0.03% 152
2025
Q2 		$234K Buy
11,267
+380
+3% +$7.06K 0.03% 157
2025
Q1 		$193K Buy
10,887
+360
+3% +$7.34K 0.03% 162
2024
Q4 		$218K Buy
10,527
+181
+2% +$3.73K 0.03% 153
2024
Q3 		$199K Sell
10,346
-550
-5% -$10.5K 0.03% 179
2024
Q2 		$217K Buy
10,896
+31
+0.3% +$581 0.04% 164
2024
Q1 		$211K Buy
10,865
+375
+4% +$6.73K 0.04% 170
2023
Q4 		$175K Buy
10,490
+293
+3% +$4.74K 0.04% 169
2023
Q3 		$168K Sell
10,197
-274
-3% -$4.84K 0.04% 179
2023
Q2 		$190K Sell
10,471
-3,800
-27% -$65.4K 0.04% 182
2023
Q1 		$267K Sell
14,271
-14
-0.1% -$246 0.06% 170
2022
Q4 		$223K Sell
14,285
-988
-6% -$16.8K 0.05% 177
2022
Q3 		$269K Buy
15,273
+252
+2% +$5.19K 0.07% 148
2022
Q2 		$294K Sell
15,021
-1,504
-9% -$35.3K 0.08% 143
2022
Q1 		$485K Sell
16,525
-91
-0.5% -$2.71K 0.1% 109
2021
Q4 		$647K Buy
16,616
+334
+2% +$13.3K 0.13% 94
2021
Q3 		$628K Sell
16,282
-500
-3% -$20.3K 0.14% 96
2021
Q2 		$700K Buy
16,782
+841
+5% +$31.9K 0.17% 87
2021
Q1 		$569K Buy
+15,941
New +$581K 0.16% 96

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
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

Stockman Wealth Management's BSTZ Position: Q2 2026 in Review

Stockman Wealth Management increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.7% in Q2 2026, buying an estimated $5.85K and bringing the position to 12,515 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #130.

Stockman Wealth Management first reported a position in BSTZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $700K in Q2 2021. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Stockman Wealth Management held 12,515 shares of BlackRock Science and Technology Term Trust worth $376K as of Q2 2026.
  • Stockman Wealth Management bought 212 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $5.85K.
  • BlackRock Science and Technology Term Trust made up 0.04% of Stockman Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Stockman Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2021 and has held it in 22 quarters since.
  • Stockman Wealth Management's BlackRock Science and Technology Term Trust position peaked at $700K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.