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NewEdge Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

NewEdge Advisors’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
Q1 		$2.03M Buy
179,952
+110,968
+161% +$1.31M 0.01% 1097
2025
Q4 		$810K Buy
68,984
+10,077
+17% +$118K ﹤0.01% 1619
2025
Q3 		$692K Buy
58,907
+26,561
+82% +$300K ﹤0.01% 1624
2025
Q2 		$362K Sell
32,346
-197
-0.6% -$2.21K ﹤0.01% 1899
2025
Q1 		$382K Buy
32,543
+1,937
+6% +$23.2K ﹤0.01% 1747
2024
Q4 		$357K Buy
30,606
+1,056
+4% +$13K ﹤0.01% 1773
2024
Q3 		$374K Buy
29,550
+3,126
+12% +$38.5K ﹤0.01% 1649
2024
Q2 		$319K Buy
26,424
+12,142
+85% +$143K ﹤0.01% 1682
2024
Q1 		$173K Buy
14,282
+13,133
+1,143% +$157K ﹤0.01% 1893
2023
Q4 		$13.7K Hold
1,149
– – ﹤0.01% 2725
2023
Q3 		$11.8K Hold
1,149
– – ﹤0.01% 2525
2023
Q2 		$13.4K Hold
1,149
– – ﹤0.01% 2512
2023
Q1 		$13.8K Sell
1,149
-466
-29% -$5.58K ﹤0.01% 2468
2022
Q4 		$5.67K Buy
+1,615
New +$18.5K ﹤0.01% 2549
2022
Q3 		– Sell
-14,779
Closed -$188K – 1611
2022
Q2 		$188K Sell
14,779
-111
-0.7% -$1.45K ﹤0.01% 1402
2022
Q1 		$212K Sell
14,890
-1,546
-9% -$23.2K ﹤0.01% 1014
2021
Q4 		$275K Buy
+16,436
New +$273K ﹤0.01% 1367

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NewEdge Advisors's MHD Position: Q1 2026 in Review

NewEdge Advisors increased its BlackRock MuniHoldings Fund (MHD) stake by 161% in Q1 2026, buying an estimated $1.31M and bringing the position to 179,952 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1097.

NewEdge Advisors first reported a position in MHD in Q4 2021 and has held it in 17 quarters since. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • NewEdge Advisors held 179,952 shares of BlackRock MuniHoldings Fund worth $2.03M as of Q1 2026.
  • NewEdge Advisors bought 110,968 BlackRock MuniHoldings Fund shares in Q1 2026, an estimated $1.31M.
  • BlackRock MuniHoldings Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1097 holding.
  • NewEdge Advisors first reported a position in BlackRock MuniHoldings Fund in Q4 2021 and has held it in 17 quarters since.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.