WE
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Wealth Effects’s BlackRock Science and Technology Trust BST Stock Holding History

Wealth Effects’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
Q1 		$608K Sell
16,739
-190
-1% -$7.52K 0.22% 90
2025
Q4 		$686K Buy
16,929
+26
+0.2% +$1.07K 0.21% 86
2025
Q3 		$699K Buy
16,903
+2,218
+15% +$87.5K 0.22% 81
2025
Q2 		$561K Sell
14,685
-2,475
-14% -$86.5K 0.21% 90
2025
Q1 		$566K Buy
17,160
+62
+0.4% +$2.26K 0.24% 83
2024
Q4 		$625K Sell
17,098
-158
-0.9% -$5.8K 0.22% 87
2024
Q3 		$612K Sell
17,256
-1,034
-6% -$36.5K 0.21% 89
2024
Q2 		$689K Sell
18,290
-3,139
-15% -$113K 0.25% 79
2024
Q1 		$791K Sell
21,429
-962
-4% -$34.6K 0.29% 72
2023
Q4 		$754K Buy
22,391
+47
+0.2% +$1.55K 0.28% 80
2023
Q3 		$702K Sell
22,344
-257
-1% -$8.55K 0.35% 69
2023
Q2 		$778K Buy
22,601
+182
+0.8% +$5.9K 0.34% 64
2023
Q1 		$725K Sell
22,419
-818
-4% -$26K 0.37% 61
2022
Q4 		$659K Sell
23,237
-5,142
-18% -$157K 0.38% 65
2022
Q3 		$834K Sell
28,379
-2,851
-9% -$98.7K 0.51% 46
2022
Q2 		$1.01M Sell
31,230
-1,118
-3% -$41.5K 0.61% 44
2022
Q1 		$1.4M Sell
32,348
-826
-2% -$36.5K 0.65% 35
2021
Q4 		$1.66M Buy
+33,174
New +$1.74M 0.69% 31

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Effects's BST Position: Q1 2026 in Review

Wealth Effects reduced its BlackRock Science and Technology Trust (BST) stake by 1.1% in Q1 2026, selling an estimated $7.52K and leaving 16,739 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #90.

Wealth Effects first reported a position in BST in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q4 2021. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Wealth Effects held 16,739 shares of BlackRock Science and Technology Trust worth $608K as of Q1 2026.
  • Wealth Effects sold 190 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $7.52K.
  • BlackRock Science and Technology Trust made up 0.22% of Wealth Effects's portfolio in Q1 2026, its #90 holding.
  • Wealth Effects first reported a position in BlackRock Science and Technology Trust in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's BlackRock Science and Technology Trust position peaked at $1.66M in Q4 2021.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.