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Beverly Hills Private Wealth’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Beverly Hills Private Wealth’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 		$2.8M Buy
254,357
+2,700
+1% +$29.1K 0.53% 55
2026
Q1 		$2.62M Buy
+251,657
New +$2.72M 0.44% 64

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

Beverly Hills Private Wealth's MUC Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 1.1% in Q2 2026, buying an estimated $29.1K and bringing the position to 254,357 shares worth $2.8M. The position accounts for 0.53% of the portfolio, ranked #55.

Beverly Hills Private Wealth first reported a position in MUC in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Beverly Hills Private Wealth held 254,357 shares of BlackRock MuniHoldings California Quality Fund worth $2.8M as of Q2 2026.
  • Beverly Hills Private Wealth bought 2,700 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $29.1K.
  • BlackRock MuniHoldings California Quality Fund made up 0.53% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Beverly Hills Private Wealth first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.