Cambridge Investment Research Advisors, Inc. BME — BLACKROCK HEALTH SCIENCES

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  35 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported BLACKROCK HEALTH SCIENCES (BME) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows BME at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in BLACKROCK HEALTH SCIENCES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BME was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BME stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held BME — position size vs. price
% of Fund (quarterly)    BME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 20,629 +860 +4.4% 0.00% $886 2026-07-27 $43.14
2026 Q1 REDUCED — — — 19,769 -231 -1.2% 0.00% $761 2026-04-30 $38.57
2025 Q4 REDUCED 15.8% -4.6% ✅ 20,000 -3,744 -15.8% 0.00% $823K 2026-02-05 $40.21
2025 Q3 REDUCED 11.2% +13.2% ❌ 23,744 -2,995 -11.2% 0.00% $884K 2025-11-12 $38.13
2025 Q2 REDUCED 47.2% +1.8% ❌ 26,739 -23,915 -47.2% 0.00% $975K 2025-07-31 $32.84
2025 Q1 ADDED — — — 50,654 +6,257 +14.1% 0.01% $2.0M 2025-04-22 $32.44
2024 Q4 REDUCED — — — 44,397 -1,244 -2.7% 0.01% $1.7M 2025-02-14 $35.82
2024 Q3 REDUCED 16.4% -8.4% ✅ 45,641 -8,964 -16.4% 0.01% $1.9M 2024-10-28 $35.49
2024 Q2 ADDED — — — 54,605 +2,240 +4.3% 0.01% $2.2M 2024-07-26 $35.22
2024 Q1 ADDED — — — 52,365 +2,259 +4.5% 0.01% $2.2M 2024-04-24 $33.11
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BME

As of 2026 Q2 — sorted by position size

Nova R Wealth, Inc. 3Y 1.77% Smith Asset Management Co., LLC 0.55% PMG Family Office LLC 0.28% Sage Investment Counsel LLC 0.23% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.16% LANARK FINANCIAL, INC. 0.04% SOA Wealth Advisors, LLC. 3Y 0.01% Community Financial Services Group, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and BME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning BME?

Cambridge Investment Research Advisors, Inc. reported BME across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BME position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BME was 0.01% in 2024 Q1.

What is the latest reported BME position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 20,629 shares, equal to 0.00% of portfolio, with an estimated market value of $886.

What does the chart on this BME ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly BME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their BME position?

Based on 13F filing dates vs. subsequent BME price moves, Cambridge Investment Research Advisors, Inc. correctly timed 19 out of 33 reported position changes (58%). The annualised alpha on BME relative to SPY over the holding period was -4.9%.

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