Ranch Capital Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Ranch Capital Advisors’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	$269K	Buy	+23,814	New	+$280K	0.1%	135
2023 Q3	–	Sell	-11,468	Closed	-$133K	–	145
2023 Q2	$133K	Sell	11,468 -500	-4%	-$5.82K	0.09%	141
2023 Q1	$144K	Hold	11,968	–	–	0.11%	143
2022 Q4	$145K	Sell	11,968 -48,236	-80%	-$554K	0.11%	143
2022 Q3	$677K	Hold	60,204	–	–	0.55%	59
2022 Q2	$764K	Sell	60,204 -500	-0.8%	-$6.53K	0.59%	57
2022 Q1	$864K	Sell	60,704 -2,000	-3%	-$30K	0.57%	55
2021 Q4	$1.05M	Sell	62,704 -6,719	-10%	-$111K	0.68%	43
2021 Q3	$1.14M	Sell	69,423 -7,250	-9%	-$124K	0.71%	39
2021 Q2	$1.29M	Sell	76,673 -400	-0.5%	-$6.62K	0.77%	30
2021 Q1	$1.23M	Buy	77,073 +34,855	+83%	+$563K	0.81%	27
2020 Q4	$683K	Hold	42,218	–	–	0.49%	60
2020 Q3	$642K	Hold	42,218	–	–	0.52%	57
2020 Q2	$677K	Hold	42,218	–	–	0.53%	53
2020 Q1	$657K	Hold	42,218	–	–	0.65%	35
2019 Q4	$715K	Buy	42,218 +15,750	+60%	+$262K	0.58%	43
2019 Q3	$434K	Buy	+26,468	New	+$444K	0.47%	76

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 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

Ranch Capital Advisors's MHD Position: Q1 2026 in Review

Ranch Capital Advisors opened a new position in BlackRock MuniHoldings Fund (MHD) in Q1 2026: 23,814 shares worth $269K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings. This is a return to the name: Ranch Capital Advisors previously reported a position in MHD as recently as Q2 2023.

Ranch Capital Advisors first reported a position in MHD in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2021. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

Ranch Capital Advisors held 23,814 shares of BlackRock MuniHoldings Fund worth $269K as of Q1 2026.
BlackRock MuniHoldings Fund was a new Ranch Capital Advisors position in Q1 2026.
BlackRock MuniHoldings Fund made up 0.1% of Ranch Capital Advisors's portfolio in Q1 2026, its #135 holding.
Ranch Capital Advisors first reported a position in BlackRock MuniHoldings Fund in Q3 2019 and has held it in 17 quarters since.
Ranch Capital Advisors's BlackRock MuniHoldings Fund position peaked at $1.29M in Q2 2021.
204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.