Activest Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Activest Wealth Management’s Portfolio MHN Stock Details MHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-350	Closed	-$3.58K	–	1243
2025 Q3	$3.58K	Hold	350	–	–	﹤0.01%	701
2025 Q2	$3.44K	Hold	350	–	–	﹤0.01%	610
2025 Q1	$3.55K	Hold	350	–	–	﹤0.01%	557
2024 Q4	$3.62K	Hold	350	–	–	﹤0.01%	396
2024 Q3	$3.91K	Hold	350	–	–	﹤0.01%	383
2024 Q2	$3.77K	Buy	+350	New	+$3.69K	﹤0.01%	363

Other funds holding MHN

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Activest Wealth Management's MHN Position: Q4 2025 in Review

Activest Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q4 2025, closing a stake of 350 shares — an estimated $3.58K sold.

Activest Wealth Management first reported a position in MHN in Q2 2024 and held it in 6 quarters. The position peaked at $3.91K in Q3 2024. 58 funds tracked by Wall St. Rank hold MHN as of Q4 2025.

Activest Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 350 BlackRock MuniHoldings New Yrok Quality Fund shares in Q4 2025, an estimated $3.58K.
Activest Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2024 and held it in 6 quarters.
Activest Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $3.91K in Q3 2024.
58 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.