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Pinnacle Wealth Planning Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

Pinnacle Wealth Planning Services’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 		$82.9K Buy
7,351
+5,245
+249% +$61.7K 0.01% 897
2025
Q4 		$24.7K Buy
+2,106
New +$24.7K ﹤0.01% 1621

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

Pinnacle Wealth Planning Services's MHD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock MuniHoldings Fund (MHD) stake by 249% in Q1 2026, buying an estimated $61.7K and bringing the position to 7,351 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #897.

Pinnacle Wealth Planning Services first reported a position in MHD in Q4 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,351 shares of BlackRock MuniHoldings Fund worth $82.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5,245 BlackRock MuniHoldings Fund shares in Q1 2026, an estimated $61.7K.
  • BlackRock MuniHoldings Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #897 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock MuniHoldings Fund in Q4 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.