AWM
MHD icon

Activest Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Activest Wealth Management’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-802
Closed -$9.05K – 1445
2026
Q1 		$9.05K Buy
+802
New +$9.43K ﹤0.01% 706

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Activest Wealth Management's MHD Position: Q2 2026 in Review

Activest Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2026, closing a stake of 802 shares — an estimated $9.05K sold.

Activest Wealth Management first reported a position in MHD in Q1 2026 and held it in 1 quarter. The position peaked at $9.05K in Q1 2026. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Activest Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 802 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $9.05K.
  • Activest Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and held it in 1 quarter.
  • Activest Wealth Management's BlackRock MuniHoldings Fund position peaked at $9.05K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.