Envestnet Asset Management
MMU

Envestnet Asset Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Envestnet Asset Management’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
223,405
+32
+0% +$329 ﹤0.01% 3043
2026
Q1 		$2.3M Buy
223,373
+1,380
+0.6% +$14.5K ﹤0.01% 2914
2025
Q4 		$2.32M Buy
221,993
+48,647
+28% +$505K ﹤0.01% 2716
2025
Q3 		$1.79M Buy
173,346
+1,566
+0.9% +$15.7K ﹤0.01% 2946
2025
Q2 		$1.7M Buy
171,780
+29,557
+21% +$293K ﹤0.01% 2936
2025
Q1 		$1.46M Buy
142,223
+11,539
+9% +$119K ﹤0.01% 2939
2024
Q4 		$1.33M Buy
130,684
+6,160
+5% +$64.7K ﹤0.01% 2966
2024
Q3 		$1.35M Sell
124,524
-2,089
-2% -$22.3K ﹤0.01% 2918
2024
Q2 		$1.31M Buy
126,613
+9,643
+8% +$97.6K ﹤0.01% 2852
2024
Q1 		$1.22M Buy
116,970
+7,422
+7% +$75.6K ﹤0.01% 2901
2023
Q4 		$1.11M Buy
109,548
+7,338
+7% +$69.2K ﹤0.01% 2864
2023
Q3 		$913K Buy
102,210
+5,887
+6% +$57K ﹤0.01% 2877
2023
Q2 		$956K Sell
96,323
-1,681
-2% -$16.8K ﹤0.01% 2781
2023
Q1 		$1.01M Sell
98,004
-9,125
-9% -$94K ﹤0.01% 2672
2022
Q4 		$1.08M Buy
107,129
+2,501
+2% +$24.8K ﹤0.01% 2584
2022
Q3 		$1.01M Buy
104,628
+780
+0.8% +$8.31K ﹤0.01% 2559
2022
Q2 		$1.1M Buy
103,848
+6,768
+7% +$73.6K ﹤0.01% 2514
2022
Q1 		$1.13M Buy
+97,080
New +$1.19M ﹤0.01% 2577
2021
Q3 		– Sell
-42,571
Closed -$577K – 3725
2021
Q2 		$577K Buy
+42,571
New +$570K ﹤0.01% 2890
2014
Q3 		– Sell
-2,755
Closed -$36K – 2816
2014
Q2 		$36K Buy
+2,755
New +$35.8K ﹤0.01% 1567

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $204M AUM
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Envestnet Asset Management's MMU Position: Q2 2026 in Review

Envestnet Asset Management increased its Western Asset Managed Municipals Fund (MMU) stake by 0.01% in Q2 2026, buying an estimated $329 and bringing the position to 223,405 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Envestnet Asset Management first reported a position in MMU in Q2 2014 and has held it in 20 quarters since. 58 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Envestnet Asset Management held 223,405 shares of Western Asset Managed Municipals Fund worth $2.33M as of Q2 2026.
  • Envestnet Asset Management bought 32 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $329.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3043 holding.
  • Envestnet Asset Management first reported a position in Western Asset Managed Municipals Fund in Q2 2014 and has held it in 20 quarters since.
  • 58 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.