Mosaic Family Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

Mosaic Family Wealth Partners’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	$472K	Buy	45,933 +267	+0.6%	+$2.8K	0.05%	185
2025 Q4	$477K	Sell	45,666 -5,168	-10%	-$53.7K	0.05%	158
2025 Q3	$525K	Buy	50,834 +16,562	+48%	+$166K	0.06%	137
2025 Q2	$339K	Sell	34,272 -11,733	-26%	-$116K	0.04%	165
2025 Q1	$473K	Hold	46,005	–	–	0.07%	135
2024 Q4	$469K	Sell	46,005 -900	-2%	-$9.46K	0.07%	130
2024 Q3	$508K	Hold	46,905	–	–	0.08%	123
2024 Q2	$485K	Buy	46,905 +18,338	+64%	+$186K	0.08%	119
2024 Q1	$299K	Sell	28,567 -26,963	-49%	-$275K	0.05%	165
2023 Q4	$565K	Hold	55,530	–	–	0.1%	105
2023 Q3	$496K	Hold	55,530	–	–	0.1%	106
2023 Q2	$551K	Sell	55,530 -6,111	-10%	-$61.2K	0.11%	102
2023 Q1	$634K	Hold	61,641	–	–	0.13%	91
2022 Q4	$621K	Buy	+61,641	New	+$611K	0.18%	88

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Mosaic Family Wealth Partners's MMU Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Western Asset Managed Municipals Fund (MMU) stake by 0.58% in Q1 2026, buying an estimated $2.8K and bringing the position to 45,933 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #185.

Mosaic Family Wealth Partners first reported a position in MMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $634K in Q1 2023. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

Mosaic Family Wealth Partners held 45,933 shares of Western Asset Managed Municipals Fund worth $472K as of Q1 2026.
Mosaic Family Wealth Partners bought 267 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $2.8K.
Western Asset Managed Municipals Fund made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #185 holding.
Mosaic Family Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Western Asset Managed Municipals Fund position peaked at $634K in Q1 2023.
110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.