SFMG Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

SFMG Wealth 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 Q2	$289K	Hold	24,310	–	–	0.02%	261
2026 Q1	$274K	Buy	24,310 +12,217	+101%	+$144K	0.02%	259
2025 Q4	$142K	Hold	12,093	–	–	0.01%	296
2025 Q3	$142K	Hold	12,093	–	–	0.01%	299
2025 Q2	$135K	Hold	12,093	–	–	0.01%	267
2025 Q1	$142K	Hold	12,093	–	–	0.01%	266
2024 Q4	$141K	Hold	12,093	–	–	0.01%	261
2024 Q3	$153K	Hold	12,093	–	–	0.01%	261
2024 Q2	$146K	Hold	12,093	–	–	0.01%	257
2024 Q1	$146K	Hold	12,093	–	–	0.01%	264
2023 Q4	$144K	Hold	12,093	–	–	0.01%	255
2023 Q3	$125K	Buy	+12,093	New	+$137K	0.01%	236

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

RCM

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFMG Wealth Advisors's MHD Position: Q2 2026 in Review

SFMG Wealth Advisors held its BlackRock MuniHoldings Fund (MHD) position steady in Q2 2026 at 24,310 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #261.

SFMG Wealth Advisors first reported a position in MHD in Q3 2023 and has held it in 12 quarters since. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

SFMG Wealth Advisors held 24,310 shares of BlackRock MuniHoldings Fund worth $289K as of Q2 2026.
SFMG Wealth Advisors left its BlackRock MuniHoldings Fund share count unchanged in Q2 2026.
BlackRock MuniHoldings Fund made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #261 holding.
SFMG Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q3 2023 and has held it in 12 quarters since.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.