NewEdge Wealth, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1861796
STAMFORD, CT
Position in BSTZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$310,720
+$21,309 QoQ
Shares Held
10,347
-20.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 152 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. BSTZ ranks #40 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
546,382 | $64,292,769 | |
| 2 | APO |
Apollo Global Management, Inc.
|
86,404 | $10,222,457 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $10,215,282 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $7,063,249 | |
| 5 | BLK |
BlackRock, Inc.
|
7,135 | $6,860,730 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
614,082 | $6,675,071 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $3,994,118 | |
| 8 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
249,723 | $3,154,001 |
All Filings in BSTZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,720 | 10,347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $289,411 | 13,066 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $380,209 | 16,816 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $372,642 | 16,816 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,109,481 | 53,469 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,750,033 | 98,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,174,405 | 104,993 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,958,265 | 101,993 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $795,066 | 39,933 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $803,800 | 41,433 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $995,849 | 59,596 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,028,379 | 62,326 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $976,454 | 53,918 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $862,450 | 46,145 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $540,784 | 34,577 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $413,640 | 23,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $395,267 | 20,177 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||