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Simon Quick Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-16,313
Closed -$192K – 519
2025
Q1 		$192K Buy
16,313
+670
+4% +$8.01K 0.01% 577
2024
Q4 		$183K Buy
15,643
+1,072
+7% +$13.2K 0.01% 461
2024
Q3 		$184K Buy
14,571
+925
+7% +$11.4K 0.01% 415
2024
Q2 		$165K Sell
13,646
-6,956
-34% -$81.9K 0.01% 372
2024
Q1 		$249K Buy
20,602
+2,141
+12% +$25.5K 0.02% 345
2023
Q4 		$220K Buy
18,461
+1,232
+7% +$13.5K 0.02% 295
2023
Q3 		$178K Buy
+17,229
New +$195K 0.02% 315

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Pathstone Holdings
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Simon Quick Advisors's MHD Position: Q2 2025 in Review

Simon Quick Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2025, closing a stake of 16,313 shares — an estimated $192K sold.

Simon Quick Advisors first reported a position in MHD in Q3 2023 and held it in 7 quarters. The position peaked at $249K in Q1 2024. 109 funds tracked by Wall St. Rank hold MHD as of Q2 2025.

  • Simon Quick Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 16,313 BlackRock MuniHoldings Fund shares in Q2 2025, an estimated $192K.
  • Simon Quick Advisors first reported a position in BlackRock MuniHoldings Fund in Q3 2023 and held it in 7 quarters.
  • Simon Quick Advisors's BlackRock MuniHoldings Fund position peaked at $249K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.