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Plancorp LLC’s BlackRock MuniHoldings Fund MHD Stock Holding History

Plancorp LLC’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
Q2 		$119K Hold
10,000
– – ﹤0.01% 419
2026
Q1 		$117K Hold
10,000
– – ﹤0.01% 371
2025
Q4 		$117K Hold
10,000
– – ﹤0.01% 360
2025
Q3 		$118K Hold
10,000
– – ﹤0.01% 368
2025
Q2 		$112K Buy
+10,000
New +$112K ﹤0.01% 363

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Plancorp LLC's MHD Position: Q2 2026 in Review

Plancorp LLC held its BlackRock MuniHoldings Fund (MHD) position steady in Q2 2026 at 10,000 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Plancorp LLC first reported a position in MHD in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Plancorp LLC held 10,000 shares of BlackRock MuniHoldings Fund worth $119K as of Q2 2026.
  • Plancorp LLC left its BlackRock MuniHoldings Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #419 holding.
  • Plancorp LLC first reported a position in BlackRock MuniHoldings Fund in Q2 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.