Steward Partners Investment Advisory
MUC icon

Steward Partners Investment Advisory’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Steward Partners Investment Advisory’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$656K Buy
59,733
+1,100
+2% +$11.8K ﹤0.01% 1544
2026
Q1 		$610K Buy
58,633
+23,088
+65% +$249K ﹤0.01% 1412
2025
Q4 		$377K Buy
35,545
+5,800
+19% +$62.3K ﹤0.01% 1584
2025
Q3 		$323K Buy
29,745
+2,300
+8% +$23.9K ﹤0.01% 1618
2025
Q2 		$284K Hold
27,445
– – ﹤0.01% 1577
2025
Q1 		$294K Buy
27,445
+1,700
+7% +$18.4K ﹤0.01% 1456
2024
Q4 		$274K Buy
25,745
+100
+0.4% +$1.12K ﹤0.01% 1457
2024
Q3 		$295K Buy
25,645
+300
+1% +$3.38K ﹤0.01% 1344
2024
Q2 		$281K Buy
25,345
+191
+0.8% +$2.08K ﹤0.01% 1301
2024
Q1 		$277K Buy
25,154
+2,000
+9% +$22.2K ﹤0.01% 1293
2023
Q4 		$258K Sell
23,154
-2,445
-10% -$24.8K ﹤0.01% 1277
2023
Q3 		$245K Buy
25,599
+1,000
+4% +$10.5K ﹤0.01% 1194
2023
Q2 		$267K Hold
24,599
– – ﹤0.01% 1167
2023
Q1 		$272K Hold
24,599
– – ﹤0.01% 1150
2022
Q4 		$264K Hold
24,599
– – ﹤0.01% 1129
2022
Q3 		$264K Buy
24,599
+2,900
+13% +$35K ﹤0.01% 1089
2022
Q2 		$260K Buy
21,699
+18,486
+575% +$222K ﹤0.01% 1100
2022
Q1 		$42K Buy
+3,213
New +$45K ﹤0.01% 2001
2021
Q2 		– Sell
-1,358
Closed -$20.4K – 7288
2021
Q1 		$20.4K Buy
+1,358
New +$20.3K ﹤0.01% 2468

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 1.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 59,733 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Steward Partners Investment Advisory first reported a position in MUC in Q1 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

  • Steward Partners Investment Advisory held 59,733 shares of BlackRock MuniHoldings California Quality Fund worth $656K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,100 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $11.8K.
  • BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1544 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2021 and has held it in 19 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

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