ORG Wealth Partners’s Western Asset Municipal High Income Fund MHF Stock Holding History

ORG Wealth Partners’s Portfolio MHF Stock Details MHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$641K	Buy	91,561 +1,099	+1%	+$7.61K	0.1%	122
2026 Q1	$628K	Buy	90,462 +1,095	+1%	+$7.57K	0.12%	109
2025 Q4	$615K	Buy	89,367 +9,970	+13%	+$69.8K	0.14%	101
2025 Q3	$574K	Buy	79,397 +623	+0.8%	+$4.37K	0.12%	114
2025 Q2	$555K	Buy	78,774 +8,212	+12%	+$58.3K	0.13%	108
2025 Q1	$522K	Buy	70,562 +68,054	+2,713%	+$497K	0.16%	110
2024 Q4	$17.1K	Hold	2,508	–	–	0.01%	346
2024 Q3	$18.1K	Buy	+2,508	New	+$17.8K	0.01%	339

Other funds holding MHF

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ORG Wealth Partners's MHF Position: Q2 2026 in Review

ORG Wealth Partners increased its Western Asset Municipal High Income Fund (MHF) stake by 1.2% in Q2 2026, buying an estimated $7.61K and bringing the position to 91,561 shares worth $641K. The position accounts for 0.1% of the portfolio, ranked #122.

ORG Wealth Partners first reported a position in MHF in Q3 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold MHF as of Q2 2026.

ORG Wealth Partners held 91,561 shares of Western Asset Municipal High Income Fund worth $641K as of Q2 2026.
ORG Wealth Partners bought 1,099 Western Asset Municipal High Income Fund shares in Q2 2026, an estimated $7.61K.
Western Asset Municipal High Income Fund made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #122 holding.
ORG Wealth Partners first reported a position in Western Asset Municipal High Income Fund in Q3 2024 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.