Plancorp LLC’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Plancorp LLC’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,000	Closed	-$232K	–	384
2025 Q3	$232K	Buy	+20,000	New	+$221K	0.01%	333

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Plancorp LLC's MUJ Position: Q4 2025 in Review

Plancorp LLC sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2025, closing a stake of 20,000 shares — an estimated $232K sold.

Plancorp LLC first reported a position in MUJ in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 68 funds tracked by Wall St. Rank hold MUJ as of Q4 2025.

Plancorp LLC reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2025 after selling out during the quarter.
Plancorp LLC sold 20,000 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2025, an estimated $232K.
Plancorp LLC first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2025 and held it in 1 quarter.
Plancorp LLC's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $232K in Q3 2025.
68 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2025.

Based on Plancorp LLC's 13F filing for Q4 2025, filed 5 Feb 2026.