Legacy Advisors
MHD icon

Legacy Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-12,019
Closed -$144K – 343
2026
Q2 		$144K Buy
+12,019
New +$140K 0.01% 325

Other funds holding MHD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Legacy Advisors's MHD Position: Q3 2026 in Review

Legacy Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2026, closing a stake of 12,019 shares — an estimated $144K sold.

Legacy Advisors first reported a position in MHD in Q2 2026 and held it in 1 quarter. The position peaked at $144K in Q2 2026. 42 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • Legacy Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 12,019 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $144K.
  • Legacy Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2026 and held it in 1 quarter.
  • Legacy Advisors's BlackRock MuniHoldings Fund position peaked at $144K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.