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 Q2	–	Sell	-15,982	Closed	-$166K	–	1824
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 $1.89T 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

EP Wealth Advisors's MUC Position: Q2 2026 in Review

EP Wealth Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026, closing a stake of 15,982 shares — an estimated $166K sold.

EP Wealth Advisors first reported a position in MUC in Q1 2023 and held it in 12 quarters. The position peaked at $26M in Q1 2023. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

EP Wealth Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 15,982 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $166K.
EP Wealth Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2023 and held it in 12 quarters.
EP Wealth Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $26M in Q1 2023.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.