WLPWM
BST icon

Walled Lake Planning & Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Buy
9,508
+152
+2% +$6.78K 0.12% 82
2026
Q1 		$340K Buy
9,356
+179
+2% +$7.09K 0.1% 100
2025
Q4 		$372K Buy
9,177
+424
+5% +$17.4K 0.12% 93
2025
Q3 		$362K Buy
8,753
+162
+2% +$6.39K 0.12% 95
2025
Q2 		$328K Buy
8,591
+177
+2% +$6.18K 0.11% 99
2025
Q1 		$278K Buy
8,414
+174
+2% +$6.35K 0.1% 106
2024
Q4 		$301K Buy
8,240
+166
+2% +$6.09K 0.11% 108
2024
Q3 		$286K Buy
8,074
+171
+2% +$6.04K 0.11% 103
2024
Q2 		$298K Buy
7,903
+162
+2% +$5.84K 0.12% 92
2024
Q1 		$286K Buy
7,741
+156
+2% +$5.61K 0.12% 87
2023
Q4 		$255K Buy
7,585
+172
+2% +$5.66K 0.12% 88
2023
Q3 		$233K Sell
7,413
-609
-8% -$20.3K 0.12% 85
2023
Q2 		$276K Buy
8,022
+164
+2% +$5.32K 0.13% 72
2023
Q1 		$254K Buy
7,858
+164
+2% +$5.21K 0.13% 71
2022
Q4 		$218K Buy
7,694
+170
+2% +$5.18K 0.15% 50
2022
Q3 		$221K Buy
7,524
+149
+2% +$5.16K 0.15% 70
2022
Q2 		$240K Sell
7,375
-6,676
-48% -$248K 0.17% 65
2022
Q1 		$608K Buy
14,051
+2,264
+19% +$100K 0.36% 39
2021
Q4 		$589K Buy
11,787
+280
+2% +$14.7K 0.34% 42
2021
Q3 		$600K Buy
11,507
+77
+0.7% +$4.16K 0.37% 42
2021
Q2 		$681K Sell
11,430
-67
-0.6% -$3.82K 0.44% 35
2021
Q1 		$615K Buy
11,497
+65
+0.6% +$3.53K 0.43% 36
2020
Q4 		$602K Buy
11,432
+70
+0.6% +$3.29K 0.46% 36
2020
Q3 		$483K Buy
11,362
+2,523
+29% +$102K 0.39% 37
2020
Q2 		$330K Buy
8,839
+81
+0.9% +$2.74K 0.28% 43
2020
Q1 		$248K Buy
8,758
+88
+1% +$2.83K 0.23% 50
2019
Q4 		$285K Buy
+8,670
New +$282K 0.21% 49

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BST Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its BlackRock Science and Technology Trust (BST) stake by 1.6% in Q2 2026, buying an estimated $6.78K and bringing the position to 9,508 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #82.

Walled Lake Planning & Wealth Management first reported a position in BST in Q4 2019 and has held it in 27 quarters since. The position peaked at $681K in Q2 2021. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 9,508 shares of BlackRock Science and Technology Trust worth $482K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 152 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $6.78K.
  • BlackRock Science and Technology Trust made up 0.12% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Walled Lake Planning & Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's BlackRock Science and Technology Trust position peaked at $681K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.