Sowell Financial Services’s BlackRock MuniHoldings Fund MHD Stock Holding History

Sowell Financial Services’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	$418K	Buy	35,161 +12	+0%	+$140	0.01%	722
2026 Q1	$396K	Buy	+35,149	New	+$413K	0.01%	723
2021 Q2	–	Sell	-10,609	Closed	-$175K	–	1855
2021 Q1	$175K	Buy	10,609 +9,108	+607%	+$147K	0.01%	1117
2020 Q4	$24K	Hold	1,501	–	–	﹤0.01%	1659
2020 Q3	$23K	Hold	1,501	–	–	﹤0.01%	1502
2020 Q2	$22K	Hold	1,501	–	–	﹤0.01%	1429
2020 Q1	$23K	Hold	1,501	–	–	﹤0.01%	1345
2019 Q4	$25K	Buy	+1,501	New	+$25K	﹤0.01%	1356

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

Sowell Financial Services's MHD Position: Q2 2026 in Review

Sowell Financial Services increased its BlackRock MuniHoldings Fund (MHD) stake by 0.03% in Q2 2026, buying an estimated $140 and bringing the position to 35,161 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #722.

Sowell Financial Services first reported a position in MHD in Q4 2019 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Sowell Financial Services held 35,161 shares of BlackRock MuniHoldings Fund worth $418K as of Q2 2026.
Sowell Financial Services bought 12 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $140.
BlackRock MuniHoldings Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #722 holding.
Sowell Financial Services first reported a position in BlackRock MuniHoldings Fund in Q4 2019 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.