WE
BST icon

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
Q2 		$850K Buy
16,755
+16
+0.1% +$714 0.23% 83
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 $1.89T 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

Wealth Effects's BST Position: Q2 2026 in Review

Wealth Effects increased its BlackRock Science and Technology Trust (BST) stake by 0.1% in Q2 2026, buying an estimated $714 and bringing the position to 16,755 shares worth $850K. The position accounts for 0.23% of the portfolio, ranked #83.

Wealth Effects first reported a position in BST in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2021. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Wealth Effects held 16,755 shares of BlackRock Science and Technology Trust worth $850K as of Q2 2026.
  • Wealth Effects bought 16 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $714.
  • BlackRock Science and Technology Trust made up 0.23% of Wealth Effects's portfolio in Q2 2026, its #83 holding.
  • Wealth Effects first reported a position in BlackRock Science and Technology Trust in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's BlackRock Science and Technology Trust position peaked at $1.66M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.