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Gerber Kawasaki Wealth & Investment Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2025
Q2 		– Sell
-18,000
Closed -$193K – 324
2025
Q1 		$193K Buy
+18,000
New +$195K 0.01% 287
2016
Q4 		– Sell
-48,650
Closed -$780K – 103
2016
Q3 		$780K Sell
48,650
-7,350
-13% -$119K 0.45% 45
2016
Q2 		$911K Sell
56,000
-1,600
-3% -$25.7K 0.57% 41
2016
Q1 		$907K Sell
57,600
-1,500
-3% -$22.8K 0.63% 38
2015
Q4 		$877K Buy
+59,100
New +$861K 0.59% 39

Other funds holding MUC

Morgan Stanley
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MUC Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2025, closing a stake of 18,000 shares — an estimated $193K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MUC in Q4 2015 and held it in 5 quarters. The position peaked at $911K in Q2 2016. 97 funds tracked by Wall St. Rank hold MUC as of Q2 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 18,000 BlackRock MuniHoldings California Quality Fund shares in Q2 2025, an estimated $193K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2015 and held it in 5 quarters.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock MuniHoldings California Quality Fund position peaked at $911K in Q2 2016.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.