Vestmark Advisory Solutions’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Vestmark Advisory Solutions’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Hold	19,772	–	–	﹤0.01%	1431
2026 Q1	$130K	Buy	+19,772	New	+$131K	﹤0.01%	1304

Other funds holding BTX

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

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

SCM

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

RCM

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Vestmark Advisory Solutions's BTX Position: Q2 2026 in Review

Vestmark Advisory Solutions held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 19,772 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Vestmark Advisory Solutions first reported a position in BTX in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Vestmark Advisory Solutions held 19,772 shares of BlackRock Technology and Private Equity Term Trust worth $179K as of Q2 2026.
Vestmark Advisory Solutions left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1431 holding.
Vestmark Advisory Solutions first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2026 and has held it in 2 quarters since.
120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.