Formidable Asset Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Formidable Asset Management’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 Q2	$197K	Buy	+17,438	New	+$204K	0.03%	372

Other funds holding MHD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Formidable Asset Management's MHD Position: Q2 2026 in Review

Formidable Asset Management opened a new position in BlackRock MuniHoldings Fund (MHD) in Q2 2026: 17,438 shares worth $197K. The stake represents 0.03% of the portfolio and ranks #372 among its holdings.

32 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Formidable Asset Management held 17,438 shares of BlackRock MuniHoldings Fund worth $197K as of Q2 2026.
BlackRock MuniHoldings Fund was a new Formidable Asset Management position in Q2 2026.
BlackRock MuniHoldings Fund made up 0.03% of Formidable Asset Management's portfolio in Q2 2026, its #372 holding.
32 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.