SWP
BME icon

Stratos Wealth Partners’s BlackRock Health Sciences Trust BME Stock Holding History

Stratos Wealth Partners’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
Q1 		$301K Buy
7,805
+566
+8% +$23.3K ﹤0.01% 1320
2025
Q4 		$298K Sell
7,239
-434
-6% -$17.1K ﹤0.01% 1292
2025
Q3 		$286K Buy
7,673
+790
+11% +$28.7K ﹤0.01% 1272
2025
Q2 		$251K Sell
6,883
-154
-2% -$5.58K ﹤0.01% 1215
2025
Q1 		$272K Buy
7,037
+517
+8% +$20.5K ﹤0.01% 1135
2024
Q4 		$247K Sell
6,520
-81
-1% -$3.23K ﹤0.01% 1248
2024
Q3 		$277K Buy
6,601
+207
+3% +$8.59K ﹤0.01% 1184
2024
Q2 		$261K Buy
+6,394
New +$254K ﹤0.01% 1146
2022
Q1 		– Sell
-13,065
Closed -$634K – 1270
2021
Q4 		$634K Sell
13,065
-2,846
-18% -$135K 0.01% 724
2021
Q3 		$758K Sell
15,911
-6,131
-28% -$299K 0.02% 609
2021
Q2 		$1.07M Buy
22,042
+3,673
+20% +$176K 0.03% 523
2021
Q1 		$850K Buy
18,369
+10,555
+135% +$500K 0.02% 548
2020
Q4 		$372K Buy
7,814
+1,504
+24% +$68.2K 0.01% 772
2020
Q3 		$270K Buy
6,310
+1,104
+21% +$47.2K 0.01% 821
2020
Q2 		$212K Buy
+5,206
New +$210K 0.01% 878
2018
Q1 		– Sell
-400
Closed -$15K – 3120
2017
Q4 		$15K Sell
400
-6,575
-94% -$238K ﹤0.01% 1995
2017
Q3 		$254K Sell
6,975
-1,500
-18% -$54.6K 0.01% 755
2017
Q2 		$311K Sell
8,475
-27,550
-76% -$966K 0.02% 623
2017
Q1 		$1.25M Buy
36,025
+3,475
+11% +$117K 0.07% 241
2016
Q4 		$1.03M Buy
+32,550
New +$1.09M 0.06% 264

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners's BME Position: Q1 2026 in Review

Stratos Wealth Partners increased its BlackRock Health Sciences Trust (BME) stake by 7.8% in Q1 2026, buying an estimated $23.3K and bringing the position to 7,805 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Stratos Wealth Partners first reported a position in BME in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2017. 76 funds tracked by Wall St. Rank hold BME as of Q1 2026.

  • Stratos Wealth Partners held 7,805 shares of BlackRock Health Sciences Trust worth $301K as of Q1 2026.
  • Stratos Wealth Partners bought 566 BlackRock Health Sciences Trust shares in Q1 2026, an estimated $23.3K.
  • BlackRock Health Sciences Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1320 holding.
  • Stratos Wealth Partners first reported a position in BlackRock Health Sciences Trust in Q4 2016 and has held it in 20 quarters since.
  • Stratos Wealth Partners's BlackRock Health Sciences Trust position peaked at $1.25M in Q1 2017.
  • 76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.