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Laurel Oak Wealth Management’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Laurel Oak Wealth Management’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
29,788
-382
-1% -$4.64K 0.05% 248
2026
Q1 		$349K Hold
30,170
– – 0.06% 242
2025
Q4 		$359K Buy
+30,170
New +$356K 0.06% 239

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Oak Wealth Management's MUJ Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 1.3% in Q2 2026, selling an estimated $4.64K and leaving 29,788 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #248.

Laurel Oak Wealth Management first reported a position in MUJ in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

  • Laurel Oak Wealth Management held 29,788 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $367K as of Q2 2026.
  • Laurel Oak Wealth Management sold 382 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2026, an estimated $4.64K.
  • BlackRock MuniHoldings New Jersey Quality Fund made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Laurel Oak Wealth Management first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.