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Athena Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Athena Wealth Management’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Buy
25,752
+142
+0.6% +$1.53K 0.21% 87
2026
Q1 		$266K Buy
+25,610
New +$276K 0.22% 88

Other funds holding MUC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Athena Wealth Management's MUC Position: Q2 2026 in Review

Athena Wealth Management increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 0.55% in Q2 2026, buying an estimated $1.53K and bringing the position to 25,752 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #87.

Athena Wealth Management first reported a position in MUC in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Athena Wealth Management held 25,752 shares of BlackRock MuniHoldings California Quality Fund worth $283K as of Q2 2026.
  • Athena Wealth Management bought 142 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $1.53K.
  • BlackRock MuniHoldings California Quality Fund made up 0.21% of Athena Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Athena Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.