MPW
MMU

Melone Private Wealth’s Western Asset Managed Municipals Fund MMU Stock Holding History

Melone Private Wealth’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79,955
Closed -$835K – 62
2025
Q4 		$835K Buy
79,955
+1,345
+2% +$14K 0.35% 38
2025
Q3 		$813K Buy
78,610
+1,032
+1% +$10.4K 0.37% 34
2025
Q2 		$767K Sell
77,578
-82,876
-52% -$821K 0.39% 33
2025
Q1 		$1.65M Buy
160,454
+1,026
+0.6% +$10.6K 0.86% 23
2024
Q4 		$1.63M Sell
159,428
-9,314
-6% -$97.9K 0.84% 23
2024
Q3 		$1.83M Buy
168,742
+1,024
+0.6% +$10.9K 0.97% 22
2024
Q2 		$1.74M Buy
167,718
+1,764
+1% +$17.9K 1.03% 24
2024
Q1 		$1.73M Buy
165,954
+1,128
+0.7% +$11.5K 1.04% 25
2023
Q4 		$1.68M Buy
164,826
+3,057
+2% +$28.8K 1.07% 24
2023
Q3 		$1.44M Sell
161,769
-4,831
-3% -$46.8K 1.03% 25
2023
Q2 		$1.65M Buy
166,600
+1,133
+0.7% +$11.4K 1.17% 23
2023
Q1 		$1.71M Buy
165,467
+1,962
+1% +$20.2K 1.31% 23
2022
Q4 		$1.65M Buy
163,505
+1,738
+1% +$17.2K 1.4% 23
2022
Q3 		$1.58M Sell
161,767
-18,425
-10% -$196K 1.38% 22
2022
Q2 		$1.96M Buy
180,192
+3,515
+2% +$38.2K 1.66% 21
2022
Q1 		$1.96M Buy
176,677
+2,935
+2% +$35.9K 1.6% 22
2021
Q4 		$2.27M Buy
+173,742
New +$2.29M 1.71% 20

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Melone Private Wealth's MMU Position: Q1 2026 in Review

Melone Private Wealth sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2026, closing a stake of 79,955 shares — an estimated $835K sold.

Melone Private Wealth first reported a position in MMU in Q4 2021 and held it in 17 quarters. The position peaked at $2.27M in Q4 2021. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

  • Melone Private Wealth reported no remaining Western Asset Managed Municipals Fund position as of Q1 2026 after selling out during the quarter.
  • Melone Private Wealth sold 79,955 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $835K.
  • Melone Private Wealth first reported a position in Western Asset Managed Municipals Fund in Q4 2021 and held it in 17 quarters.
  • Melone Private Wealth's Western Asset Managed Municipals Fund position peaked at $2.27M in Q4 2021.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Melone Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.