MPW
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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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Melone Private Wealth's MHD Position: Q2 2026 in Review

Melone Private Wealth reduced its BlackRock MuniHoldings Fund (MHD) stake by 53% in Q2 2026, selling an estimated $732K and leaving 55,060 shares worth $655K. The position accounts for 0.25% of the portfolio, ranked #42.

Melone Private Wealth first reported a position in MHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.33M in Q1 2026. 73 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Melone Private Wealth held 55,060 shares of BlackRock MuniHoldings Fund worth $655K as of Q2 2026.
  • Melone Private Wealth sold 62,623 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $732K.
  • BlackRock MuniHoldings Fund made up 0.25% of Melone Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Melone Private Wealth first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 2 quarters since.
  • Melone Private Wealth's BlackRock MuniHoldings Fund position peaked at $1.33M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.