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

Avior 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 		$205K Buy
18,668
+8,574
+85% +$92.3K 0.01% 754
2026
Q1 		$105K Buy
+10,094
New +$109K ﹤0.01% 816
2025
Q1 		– Sell
-847
Closed -$9K – 1746
2024
Q4 		$9K Sell
847
-82
-9% -$915 ﹤0.01% 1660
2024
Q3 		$10.7K Hold
929
– – ﹤0.01% 1534
2024
Q2 		$10.3K Buy
+929
New +$10.1K ﹤0.01% 1510

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avior Wealth Management increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 85% in Q2 2026, buying an estimated $92.3K and bringing the position to 18,668 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #754.

Avior Wealth Management first reported a position in MUC in Q2 2024 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Avior Wealth Management held 18,668 shares of BlackRock MuniHoldings California Quality Fund worth $205K as of Q2 2026.
  • Avior Wealth Management bought 8,574 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $92.3K.
  • BlackRock MuniHoldings California Quality Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #754 holding.
  • Avior Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2024 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.