Sax Wealth Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Sax Wealth Advisors’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
2026 Q2	$183K	Sell	15,815 -1,528	-9%	-$18.6K	0.01%	526
2026 Q1	$206K	Hold	17,343	–	–	0.01%	464
2025 Q4	$206K	Buy	17,343 +1	+0%	+$12	0.01%	471
2025 Q3	$201K	Hold	17,342	–	–	0.01%	427
2025 Q2	$190K	Hold	17,342	–	–	0.01%	415
2025 Q1	$195K	Hold	17,342	–	–	0.01%	353
2024 Q4	$192K	Hold	17,342	–	–	0.02%	321
2024 Q3	$210K	Hold	17,342	–	–	0.02%	270
2024 Q2	$198K	Hold	17,342	–	–	0.02%	265
2024 Q1	$202K	Hold	17,342	–	–	0.02%	182
2023 Q4	$198K	Hold	17,342	–	–	0.03%	182
2023 Q3	$176K	Hold	17,342	–	–	0.03%	173
2023 Q2	$194K	Hold	17,342	–	–	0.04%	171
2023 Q1	$199K	Hold	17,342	–	–	0.04%	171
2022 Q4	$192K	Hold	17,342	–	–	0.04%	163
2022 Q3	$204K	Buy	+17,342	New	+$226K	0.05%	151

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sax Wealth Advisors's MUJ Position: Q2 2026 in Review

Sax Wealth Advisors reduced its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 8.8% in Q2 2026, selling an estimated $18.6K and leaving 15,815 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #526.

Sax Wealth Advisors first reported a position in MUJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $210K in Q3 2024. 55 funds tracked by Wall St. Rank hold MUJ as of Q2 2026.

Sax Wealth Advisors held 15,815 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $183K as of Q2 2026.
Sax Wealth Advisors sold 1,528 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2026, an estimated $18.6K.
BlackRock MuniHoldings New Jersey Quality Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #526 holding.
Sax Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2022 and has held it in 16 quarters since.
Sax Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $210K in Q3 2024.
55 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.