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

Axxcess 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	$462K	Buy	+42,015	New	+$452K	0.01%	738
2026 Q1	–	Sell	-42,015	Closed	-$445K	–	775
2025 Q4	$445K	Hold	42,015	–	–	0.01%	730
2025 Q3	$456K	Buy	42,015 +19,474	+86%	+$202K	0.01%	643
2025 Q2	$233K	Hold	22,541	–	–	0.01%	790
2025 Q1	$241K	Hold	22,541	–	–	0.01%	760
2024 Q4	$240K	Hold	22,541	–	–	0.01%	745
2024 Q3	$260K	Hold	22,541	–	–	0.01%	740
2024 Q2	$250K	Hold	22,541	–	–	0.01%	713
2024 Q1	$248K	Sell	22,541 -2,838	-11%	-$31.5K	0.01%	739
2023 Q4	$282K	Hold	25,379	–	–	0.01%	660
2023 Q3	$243K	Hold	25,379	–	–	0.01%	662
2023 Q2	$275K	Buy	+25,379	New	+$273K	0.02%	470

Other funds holding MUC

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

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

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026: 42,015 shares worth $462K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MUC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MUC in Q2 2023 and has held it in 12 quarters since. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Axxcess Wealth Management held 42,015 shares of BlackRock MuniHoldings California Quality Fund worth $462K as of Q2 2026.
BlackRock MuniHoldings California Quality Fund was a new Axxcess Wealth Management position in Q2 2026.
BlackRock MuniHoldings California Quality Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #738 holding.
Axxcess Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2023 and has held it in 12 quarters since.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.