Mezzasalma Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Mezzasalma Advisors’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Buy	12,987 +237	+2%	+$6.01K	0.07%	139
2026 Q1	$316K	Buy	12,750 +238	+2%	+$5.88K	0.08%	126
2025 Q4	$298K	Buy	12,512 +238	+2%	+$5.81K	0.07%	129
2025 Q3	$304K	Buy	12,274 +235	+2%	+$5.71K	0.08%	128
2025 Q2	$282K	Buy	12,039 +215	+2%	+$4.87K	0.08%	118
2025 Q1	$283K	Sell	11,824 -477	-4%	-$11K	0.1%	119
2024 Q4	$271K	Buy	+12,301	New	+$282K	0.09%	120

Other funds holding HTD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mezzasalma Advisors's HTD Position: Q2 2026 in Review

Mezzasalma Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 1.9% in Q2 2026, buying an estimated $6.01K and bringing the position to 12,987 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #139.

Mezzasalma Advisors first reported a position in HTD in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

Mezzasalma Advisors held 12,987 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $331K as of Q2 2026.
Mezzasalma Advisors bought 237 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $6.01K.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #139 holding.
Mezzasalma Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.