Atria Wealth Solutions
MUC icon

Atria Wealth Solutions’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$230K Sell
22,112
-131,824
-86% -$1.37M 0.01% 1298
2025
Q1 		$1.66M Sell
153,936
-13,501
-8% -$146K 0.02% 704
2024
Q4 		$1.78M Buy
167,437
+38,842
+30% +$433K 0.02% 687
2024
Q3 		$1.49M Buy
128,595
+8,453
+7% +$95.3K 0.02% 758
2024
Q2 		$1.34M Sell
120,142
-15,881
-12% -$173K 0.01% 775
2024
Q1 		$1.5M Buy
136,023
+12,687
+10% +$141K 0.02% 733
2023
Q4 		$1.37M Buy
123,336
+20,671
+20% +$210K 0.02% 746
2023
Q3 		$985K Sell
102,665
-4,600
-4% -$48.1K 0.01% 816
2023
Q2 		$1.17M Sell
107,265
-7,388
-6% -$79.4K 0.02% 780
2023
Q1 		$1.27M Sell
114,653
-33,906
-23% -$376K 0.02% 712
2022
Q4 		$1.6M Buy
148,559
+23,654
+19% +$252K 0.03% 593
2022
Q3 		$1.35M Buy
124,905
+92,732
+288% +$1.12M 0.02% 616
2022
Q2 		$385K Sell
32,173
-45,817
-59% -$549K 0.01% 1088
2022
Q1 		$1.02M Buy
+77,990
New +$1.09M 0.02% 721

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Atria Wealth Solutions's MUC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BlackRock MuniHoldings California Quality Fund (MUC) stake by 86% in Q2 2025, selling an estimated $1.37M and leaving 22,112 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1298.

Atria Wealth Solutions first reported a position in MUC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2024. 98 funds tracked by Wall St. Rank hold MUC as of Q2 2025.

  • Atria Wealth Solutions held 22,112 shares of BlackRock MuniHoldings California Quality Fund worth $230K as of Q2 2025.
  • Atria Wealth Solutions sold 131,824 BlackRock MuniHoldings California Quality Fund shares in Q2 2025, an estimated $1.37M.
  • BlackRock MuniHoldings California Quality Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1298 holding.
  • Atria Wealth Solutions first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's BlackRock MuniHoldings California Quality Fund position peaked at $1.78M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.