BME BLACKROCK HEALTH SCIENCES TR

Ownership history in Nova R Wealth, Inc.  ·  17 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported BLACKROCK HEALTH SCIENCES TR (BME) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 10.82% in 2023 Q3. The latest visible filing shows BME at 3.46% 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 Nova R Wealth, Inc.'s position in BLACKROCK HEALTH SCIENCES TR, 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
2025 Q4

BME was reported at 3.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.82% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Nova R Wealth, Inc. held BME — position size vs. price
% of Fund (quarterly)    BME price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 230,686 -23,039 -9.1% 3.46% $9.5M 2026-02-14 (Est.) $41.80
2025 Q3 REDUCED 253,725 -27,624 -9.8% 4.01% $9.4M 2025-10-23 $36.94
2025 Q2 REDUCED 281,349 -32,497 -10.4% 4.77% $10.3M 2025-07-17 $34.02
2025 Q1 REDUCED 313,846 -6,396 -2.0% 6.01% $12.1M 2025-04-23 $33.63
2024 Q4 REDUCED 320,242 -12,727 -3.8% 6.12% $12.1M 2025-01-30 $36.97
2024 Q3 REDUCED 332,969 -6,863 -2.0% 6.87% $14.0M 2024-10-15 $37.12
2024 Q2 REDUCED 339,832 -18,037 -5.0% 7.16% $13.9M 2024-07-18 $36.03
2024 Q1 REDUCED 357,869 -19,897 -5.3% 7.74% $14.8M 2024-04-12 $33.24
2023 Q4 REDUCED 377,766 -22,610 -5.6% 9.63% $15.3M 2024-01-19 $35.75
2023 Q3 REDUCED 400,376 -10,360 -2.5% 10.82% $15.7M 2023-10-19 $31.62
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, 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 Nova R Wealth, Inc. reported owning BME?

Nova R Wealth, Inc. reported BME across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BME position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for BME was 10.82% in 2023 Q3.

What is the latest reported BME position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 230,686 shares, equal to 3.46% of portfolio, with an estimated market value of $9.5M.

What does the chart on this BME ownership page compare?

The chart compares Nova R Wealth, 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.

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