Callahan Advisors
MHD icon

Callahan Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Callahan Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.06M Sell
200,505
-36,139
-15% -$411K 0.16% 93
2026
Q2 		$2.82M Hold
236,644
– – 0.21% 78
2026
Q1 		$2.67M Buy
+236,644
New +$2.78M 0.22% 82

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Mackay Shields LLC
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Callahan Advisors's MHD Position: Q3 2026 in Review

Callahan Advisors reduced its BlackRock MuniHoldings Fund (MHD) stake by 15% in Q3 2026, selling an estimated $411K and leaving 200,505 shares worth $2.06M. The position accounts for 0.16% of the portfolio, ranked #93.

Callahan Advisors first reported a position in MHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.82M in Q2 2026. 123 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • Callahan Advisors held 200,505 shares of BlackRock MuniHoldings Fund worth $2.06M as of Q3 2026.
  • Callahan Advisors sold 36,139 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $411K.
  • BlackRock MuniHoldings Fund made up 0.16% of Callahan Advisors's portfolio in Q3 2026, its #93 holding.
  • Callahan Advisors first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 3 quarters since.
  • Callahan Advisors's BlackRock MuniHoldings Fund position peaked at $2.82M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.