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MWM
Melfa Wealth Management’s
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
Stock Holding History
Melfa 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
Q1
$571K
Buy
49,356
+5
+0%
+$61
0.33%
75
2025
Q4
$587K
Sell
49,351
-4,134
-8%
-$48.8K
0.34%
78
2025
Q3
$620K
Buy
53,485
+8
+0%
+$88
0.36%
71
2025
Q2
$586K
Buy
53,477
+9,858
+23%
+$108K
0.37%
66
2025
Q1
$491K
Buy
43,619
+5
+0%
+$57
0.33%
76
2024
Q4
$483K
Sell
43,614
-4,991
-10%
-$58.4K
0.32%
82
2024
Q3
$590K
Buy
48,605
+7
+0%
+$82
0.39%
66
2024
Q2
$554K
Buy
48,598
+107
+0.2%
+$1.21K
0.39%
66
2024
Q1
$564K
Buy
48,491
+203
+0.4%
+$2.33K
0.41%
67
2023
Q4
$551K
Buy
48,288
+354
+0.7%
+$3.76K
0.52%
53
2023
Q3
$485K
Sell
47,934
-3,445
-7%
-$37.6K
0.53%
52
2023
Q2
$574K
Buy
51,379
+10,610
+26%
+$118K
0.58%
47
2023
Q1
$467K
Sell
40,769
-249
-0.6%
-$2.85K
0.47%
61
2022
Q4
$454K
Buy
+41,018
New
+$466K
0.47%
61
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MSL
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$2.73B AUM
2.13%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
GC
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$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RCM
Robinson Capital Management
Grosse Pointe Farms, Michigan
$223M AUM
0.62%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BCG
Breakwater Capital Group
Paramus, New Jersey
$833M AUM
22.71%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
SA
Strategic Advisors
New York
$602M AUM
21.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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