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 New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MSL

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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. 97 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.
97 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.