EP Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

EP Wealth Advisors’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 Q1	$166K	Buy	15,982 +4,136	+35%	+$44.7K	﹤0.01%	1424
2025 Q4	$126K	Buy	+11,846	New	+$127K	﹤0.01%	1437
2025 Q2	$147K	Sell	14,166 -1,013	-7%	-$10.5K	﹤0.01%	1324
2025 Q1	$163K	Sell	15,179 -2,555	-14%	-$27.7K	﹤0.01%	1176
2024 Q4	$189K	Buy	17,734 +4,875	+38%	+$54.4K	﹤0.01%	1098
2024 Q3	$148K	Hold	12,859	–	–	﹤0.01%	1100
2024 Q2	$143K	Hold	12,859	–	–	﹤0.01%	793
2024 Q1	$142K	Hold	12,859	–	–	﹤0.01%	772
2023 Q4	$143K	Hold	12,859	–	–	﹤0.01%	749
2023 Q3	$123K	Buy	12,859 +2,859	+29%	+$29.9K	﹤0.01%	720
2023 Q2	$124K	Sell	10,000 -231,098	-96%	-$2.48M	﹤0.01%	666
2023 Q1	$26M	Buy	+241,098	New	+$2.67M	0.45%	54

Other funds holding MUC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's MUC Position: Q1 2026 in Review

EP Wealth Advisors increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 35% in Q1 2026, buying an estimated $44.7K and bringing the position to 15,982 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

EP Wealth Advisors first reported a position in MUC in Q1 2023 and has held it in 12 quarters since. The position peaked at $26M in Q1 2023. 137 funds tracked by Wall St. Rank hold MUC as of Q1 2026.

EP Wealth Advisors held 15,982 shares of BlackRock MuniHoldings California Quality Fund worth $166K as of Q1 2026.
EP Wealth Advisors bought 4,136 BlackRock MuniHoldings California Quality Fund shares in Q1 2026, an estimated $44.7K.
BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1424 holding.
EP Wealth Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2023 and has held it in 12 quarters since.
EP Wealth Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $26M in Q1 2023.
137 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.