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Root Financial Partners’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Root Financial Partners’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,127
Closed -$11.7K – 2134
2026
Q1 		$11.7K Buy
+1,127
New +$12.2K ﹤0.01% 1606

Other funds holding MUC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Root Financial Partners's MUC Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q2 2026, closing a stake of 1,127 shares — an estimated $11.7K sold.

Root Financial Partners first reported a position in MUC in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 38 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,127 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $11.7K.
  • Root Financial Partners first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BlackRock MuniHoldings California Quality Fund position peaked at $11.7K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.