Permanent Capital Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Permanent Capital Management’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	–	Sell	-12,038	Closed	-$141K	–	167
2025 Q4	$141K	Buy	12,038 +145	+1%	+$1.7K	0.03%	145
2025 Q3	$140K	Buy	+11,893	New	+$134K	0.03%	146
2025 Q1	$140K	Sell	11,847 -1,217	-9%	-$14.5K	0.04%	71
2024 Q4	$152K	Buy	+13,064	New	+$161K	0.05%	68
2024 Q2	$134K	Buy	+11,893	New	+$140K	0.03%	148

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 0.79% 1-Year Est. Return

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

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 $2.99B AUM 3.89% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Permanent Capital Management's MHD Position: Q1 2026 in Review

Permanent Capital Management sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2026, closing a stake of 12,038 shares — an estimated $141K sold.

Permanent Capital Management first reported a position in MHD in Q2 2024 and held it in 5 quarters. The position peaked at $152K in Q4 2024. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

Permanent Capital Management reported no remaining BlackRock MuniHoldings Fund position as of Q1 2026 after selling out during the quarter.
Permanent Capital Management sold 12,038 BlackRock MuniHoldings Fund shares in Q1 2026, an estimated $141K.
Permanent Capital Management first reported a position in BlackRock MuniHoldings Fund in Q2 2024 and held it in 5 quarters.
Permanent Capital Management's BlackRock MuniHoldings Fund position peaked at $152K in Q4 2024.
204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.