EH
MMD

Equitable Holdings’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Equitable Holdings’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Sell
15,349
-10,175
-40% -$156K ﹤0.01% 1558
2025
Q4 		$380K Sell
25,524
-1,036
-4% -$15.5K ﹤0.01% 1223
2025
Q3 		$402K Buy
26,560
+2,759
+12% +$40.9K ﹤0.01% 1150
2025
Q2 		$352K Sell
23,801
-10,833
-31% -$158K ﹤0.01% 1134
2025
Q1 		$522K Sell
34,634
-737
-2% -$11.3K 0.01% 903
2024
Q4 		$528K Buy
35,371
+1,115
+3% +$18K 0.01% 860
2024
Q3 		$578K Sell
34,256
-23,271
-40% -$389K 0.01% 824
2024
Q2 		$954K Sell
57,527
-1,022
-2% -$16.6K 0.01% 659
2024
Q1 		$957K Sell
58,549
-9,117
-13% -$150K 0.01% 635
2023
Q4 		$1.1M Sell
67,666
-9,722
-13% -$150K 0.01% 558
2023
Q3 		$1.23M Sell
77,388
-18,745
-19% -$311K 0.02% 485
2023
Q2 		$1.64M Buy
96,133
+7,423
+8% +$127K 0.02% 396
2023
Q1 		$1.54M Buy
88,710
+3,882
+5% +$67.6K 0.02% 385
2022
Q4 		$1.36M Buy
84,828
+29,110
+52% +$468K 0.02% 371
2022
Q3 		$868K Buy
55,718
+27,619
+98% +$499K 0.02% 426
2022
Q2 		$510K Buy
28,099
+5,000
+22% +$89.4K 0.01% 561
2022
Q1 		$433K Buy
+23,099
New +$460K 0.01% 612

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Equitable Holdings's MMD Position: Q1 2026 in Review

Equitable Holdings reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 40% in Q1 2026, selling an estimated $156K and leaving 15,349 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Equitable Holdings first reported a position in MMD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q2 2023. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

  • Equitable Holdings held 15,349 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $228K as of Q1 2026.
  • Equitable Holdings sold 10,175 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $156K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1558 holding.
  • Equitable Holdings first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2022 and has held it in 17 quarters since.
  • Equitable Holdings's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $1.64M in Q2 2023.
  • 68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.