Steward Partners Investment Advisory’s Western Asset Managed Municipals Fund MMU Stock Holding History

Steward Partners Investment Advisory’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	141,406 +14,413	+11%	+$148K	0.01%	1080
2026 Q1	$1.31M	Buy	126,993 +6,707	+6%	+$70.4K	0.01%	1026
2025 Q4	$1.26M	Buy	120,286 +11,194	+10%	+$116K	0.01%	961
2025 Q3	$1.13M	Buy	109,092 +2,441	+2%	+$24.5K	0.01%	1003
2025 Q2	$1.06M	Sell	106,651 -11,189	-9%	-$111K	0.01%	975
2025 Q1	$1.21M	Sell	117,840 -10,919	-8%	-$113K	0.01%	836
2024 Q4	$1.31M	Buy	128,759 +8,844	+7%	+$92.9K	0.01%	784
2024 Q3	$1.3M	Buy	119,915 +33,421	+39%	+$356K	0.01%	766
2024 Q2	$895K	Buy	86,494 +4,912	+6%	+$49.7K	0.01%	849
2024 Q1	$853K	Buy	81,582 +3,933	+5%	+$40K	0.01%	855
2023 Q4	$790K	Buy	77,649 +61,705	+387%	+$582K	0.01%	810
2023 Q3	$142K	Sell	15,944 -1,700	-10%	-$16.5K	﹤0.01%	1418
2023 Q2	$175K	Buy	17,644 +2,600	+17%	+$26K	﹤0.01%	1347
2023 Q1	$155K	Hold	15,044	–	–	﹤0.01%	1394
2022 Q4	$151K	Sell	15,044 -5,998	-29%	-$59.4K	﹤0.01%	1365
2022 Q3	$204K	Buy	21,042 +6,100	+41%	+$65K	﹤0.01%	1192
2022 Q2	$158K	Buy	14,942 +700	+5%	+$7.61K	﹤0.01%	1301
2022 Q1	$165K	Buy	14,242 +800	+6%	+$9.79K	﹤0.01%	1375
2021 Q4	$176K	Buy	13,442 +400	+3%	+$5.27K	﹤0.01%	1365
2021 Q3	$174K	Hold	13,042	–	–	﹤0.01%	1321
2021 Q2	$177K	Sell	13,042 -3,226	-20%	-$43.2K	﹤0.01%	1633
2021 Q1	$211K	Hold	16,268	–	–	﹤0.01%	1273
2020 Q4	$209K	Hold	16,268	–	–	﹤0.01%	1055
2020 Q3	$198K	Sell	16,268 -2,684	-14%	-$33.2K	0.01%	945
2020 Q2	$228K	Buy	18,952 +800	+4%	+$9.4K	0.01%	838
2020 Q1	$217K	Buy	18,152 +1,875	+12%	+$24.6K	0.01%	765
2019 Q4	$216K	Buy	16,277 +5,300	+48%	+$72.4K	0.01%	857
2019 Q3	$150K	Hold	10,977	–	–	0.01%	939
2019 Q2	$150K	Buy	+10,977	New	+$148K	0.01%	905
2018 Q4	–	Sell	-3,770	Closed	-$46K	–	1598
2018 Q3	$46K	Sell	3,770 -1,300	-26%	-$16.4K	﹤0.01%	1228
2018 Q2	$64K	Hold	5,070	–	–	﹤0.01%	1002
2018 Q1	$66K	Hold	5,070	–	–	﹤0.01%	895
2017 Q4	$71K	Buy	5,070 +164	+3%	+$2.32K	0.01%	719
2017 Q3	$68K	Buy	4,906 +4,526	+1,191%	+$63.9K	0.01%	619
2017 Q2	$5K	Buy	+380	New	+$5.26K	﹤0.01%	1222

Other funds holding MMU

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

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

HWAM

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Steward Partners Investment Advisory's MMU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Western Asset Managed Municipals Fund (MMU) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 141,406 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #1080.

Steward Partners Investment Advisory first reported a position in MMU in Q2 2017 and has held it in 35 quarters since. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Steward Partners Investment Advisory held 141,406 shares of Western Asset Managed Municipals Fund worth $1.47M as of Q2 2026.
Steward Partners Investment Advisory bought 14,413 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $148K.
Western Asset Managed Municipals Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1080 holding.
Steward Partners Investment Advisory first reported a position in Western Asset Managed Municipals Fund in Q2 2017 and has held it in 35 quarters since.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.