Steward Partners Investment Advisory’s BlackRock MuniHoldings Fund MHD Stock Holding History

Steward Partners Investment Advisory’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 Q1	$428K	Buy	37,936 +22,841	+151%	+$269K	﹤0.01%	1597
2025 Q4	$177K	Buy	15,095 +8,207	+119%	+$96.1K	﹤0.01%	1981
2025 Q3	$80.9K	Sell	6,888 -3,548	-34%	-$40K	﹤0.01%	2352
2025 Q2	$117K	Hold	10,436	–	–	﹤0.01%	2021
2025 Q1	$123K	Hold	10,436	–	–	﹤0.01%	1905
2024 Q4	$122K	Buy	10,436 +4,338	+71%	+$53.4K	﹤0.01%	1883
2024 Q3	$77.1K	Hold	6,098	–	–	﹤0.01%	2018
2024 Q2	$73.7K	Sell	6,098 -1,805	-23%	-$21.2K	﹤0.01%	1919
2024 Q1	$95.5K	Sell	7,903 -450	-5%	-$5.37K	﹤0.01%	1795
2023 Q4	$99.5K	Hold	8,353	–	–	﹤0.01%	1705
2023 Q3	$86.1K	Sell	8,353 -233	-3%	-$2.64K	﹤0.01%	1648
2023 Q2	$99.9K	Hold	8,586	–	–	﹤0.01%	1589
2023 Q1	$103K	Hold	8,586	–	–	﹤0.01%	1577
2022 Q4	$104K	Hold	8,586	–	–	﹤0.01%	1526
2022 Q3	$97K	Hold	8,586	–	–	﹤0.01%	1511
2022 Q2	$109K	Hold	8,586	–	–	﹤0.01%	1457
2022 Q1	$122K	Buy	8,586 +3,434	+67%	+$51.6K	﹤0.01%	1525
2021 Q4	$86K	Hold	5,152	–	–	﹤0.01%	1660
2021 Q3	$84K	Hold	5,152	–	–	﹤0.01%	1633
2021 Q2	$86K	Hold	5,152	–	–	﹤0.01%	2462
2021 Q1	$82.4K	Buy	5,152 +2,152	+72%	+$34.8K	﹤0.01%	1714
2020 Q4	$49K	Hold	3,000	–	–	﹤0.01%	1679
2020 Q3	$46K	Hold	3,000	–	–	﹤0.01%	1539
2020 Q2	$45K	Hold	3,000	–	–	﹤0.01%	1456
2020 Q1	$46K	Hold	3,000	–	–	﹤0.01%	1296
2019 Q4	$50K	Hold	3,000	–	–	﹤0.01%	1388
2019 Q3	$49K	Hold	3,000	–	–	﹤0.01%	1363
2019 Q2	$51K	Buy	+3,000	New	+$48.9K	﹤0.01%	1328

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 0.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

MSL

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Steward Partners Investment Advisory's MHD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its BlackRock MuniHoldings Fund (MHD) stake by 151% in Q1 2026, buying an estimated $269K and bringing the position to 37,936 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Steward Partners Investment Advisory first reported a position in MHD in Q2 2019 and has held it in 28 quarters since. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

Steward Partners Investment Advisory held 37,936 shares of BlackRock MuniHoldings Fund worth $428K as of Q1 2026.
Steward Partners Investment Advisory bought 22,841 BlackRock MuniHoldings Fund shares in Q1 2026, an estimated $269K.
BlackRock MuniHoldings Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1597 holding.
Steward Partners Investment Advisory first reported a position in BlackRock MuniHoldings Fund in Q2 2019 and has held it in 28 quarters since.
204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.