KMWM
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Keudell/Morrison Wealth Management’s BlackRock MuniAssets Fund MUA Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Buy
32,381
+540
+2% +$5.76K 0.07% 175
2026
Q1 		$338K Sell
31,841
-2,600
-8% -$28.4K 0.07% 172
2025
Q4 		$369K Buy
+34,441
New +$372K 0.08% 164
2025
Q2 		$434K Buy
41,691
+7,655
+22% +$78.5K 0.1% 133
2025
Q1 		$369K Buy
34,036
+1,500
+5% +$16.5K 0.09% 141
2024
Q4 		$359K Sell
32,536
-3,687
-10% -$44K 0.09% 141
2024
Q3 		$449K Sell
36,223
-7,294
-17% -$86.4K 0.12% 123
2024
Q2 		$505K Sell
43,517
-2,642
-6% -$29.5K 0.15% 113
2024
Q1 		$511K Sell
46,159
-7,457
-14% -$81.9K 0.15% 113
2023
Q4 		$568K Sell
53,616
-7,935
-13% -$76.5K 0.19% 97
2023
Q3 		$554K Sell
61,551
-3,524
-5% -$34.7K 0.17% 89
2023
Q2 		$662K Sell
65,075
-5,583
-8% -$57.4K 0.19% 84
2023
Q1 		$744K Sell
70,658
-3,006
-4% -$32.6K 0.22% 76
2022
Q4 		$797K Sell
73,664
-37,094
-33% -$379K 0.26% 72
2022
Q3 		$1.14M Sell
110,758
-18,925
-15% -$227K 0.43% 48
2022
Q2 		$1.58M Sell
129,683
-31,711
-20% -$375K 0.57% 33
2022
Q1 		$2.07M Buy
161,394
+22,314
+16% +$307K 0.86% 23
2021
Q4 		$2.07M Sell
139,080
-253
-0.2% -$3.91K 0.82% 26
2021
Q3 		$2.12M Buy
139,333
+770
+0.6% +$12.5K 0.91% 21
2021
Q2 		$2.34M Sell
138,563
-917
-0.7% -$14.6K 1.28% 20
2021
Q1 		$2.13M Buy
139,480
+240
+0.2% +$3.58K 1.23% 20
2020
Q4 		$2.04M Buy
139,240
+31
+0% +$440 1.3% 17
2020
Q3 		$1.92M Sell
139,209
-2,290
-2% -$32.5K 1.23% 17
2020
Q2 		$1.96M Sell
141,499
-3,248
-2% -$42.6K 1.62% 13
2020
Q1 		$1.93M Buy
144,747
+70
+0% +$1.04K 1.89% 9
2019
Q4 		$2.19M Sell
144,677
-2,000
-1% -$30.6K 1.52% 14
2019
Q3 		$2.27M Sell
146,677
-1,250
-0.8% -$19.2K 1.87% 9
2019
Q2 		$2.25M Sell
147,927
-800
-0.5% -$12.1K 1.97% 7
2019
Q1 		$2.21M Buy
+148,727
New +$2.09M 1.94% 10

Other funds holding MUA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Keudell/Morrison Wealth Management's MUA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its BlackRock MuniAssets Fund (MUA) stake by 1.7% in Q2 2026, buying an estimated $5.76K and bringing the position to 32,381 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #175.

Keudell/Morrison Wealth Management first reported a position in MUA in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.34M in Q2 2021. 9 funds tracked by Wall St. Rank hold MUA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 32,381 shares of BlackRock MuniAssets Fund worth $357K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 540 BlackRock MuniAssets Fund shares in Q2 2026, an estimated $5.76K.
  • BlackRock MuniAssets Fund made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Keudell/Morrison Wealth Management first reported a position in BlackRock MuniAssets Fund in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's BlackRock MuniAssets Fund position peaked at $2.34M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.