Melone Private Wealth
MHD icon

Melone Private Wealth’s BlackRock MuniHoldings Fund MHD Stock Holding History

Melone Private Wealth’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 		$569K Buy
55,506
+446
+0.8% +$5.08K 0.22% 45
2026
Q2 		$655K Sell
55,060
-62,623
-53% -$732K 0.25% 42
2026
Q1 		$1.33M Buy
+117,683
New +$1.38M 0.54% 32

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
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Livelsberger Financial Advisory
Livelsberger Financial Advisory Ashland, Ohio $18.6M AUM
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
B.A. Schrock Wealth Management Wadsworth, Ohio $274M AUM
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Melone Private Wealth's MHD Position: Q3 2026 in Review

Melone Private Wealth increased its BlackRock MuniHoldings Fund (MHD) stake by 0.81% in Q3 2026, buying an estimated $5.08K and bringing the position to 55,506 shares worth $569K. The position accounts for 0.22% of the portfolio, ranked #45.

Melone Private Wealth first reported a position in MHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 68 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • Melone Private Wealth held 55,506 shares of BlackRock MuniHoldings Fund worth $569K as of Q3 2026.
  • Melone Private Wealth bought 446 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $5.08K.
  • BlackRock MuniHoldings Fund made up 0.22% of Melone Private Wealth's portfolio in Q3 2026, its #45 holding.
  • Melone Private Wealth first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 3 quarters since.
  • Melone Private Wealth's BlackRock MuniHoldings Fund position peaked at $1.33M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.