SP
MMU

Stonebrook Private’s Western Asset Managed Municipals Fund MMU Stock Holding History

Stonebrook Private’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 		$245K Buy
23,467
+157
+0.7% +$1.61K 0.04% 217
2026
Q1 		$240K Sell
23,310
-10
-0% -$105 0.05% 193
2025
Q4 		$243K Buy
23,320
+265
+1% +$2.75K 0.05% 176
2025
Q3 		$238K Buy
23,055
+204
+0.9% +$2.05K 0.05% 178
2025
Q2 		$226K Buy
22,851
+198
+0.9% +$1.96K 0.05% 183
2025
Q1 		$233K Sell
22,653
-2,785
-11% -$28.8K 0.06% 170
2024
Q4 		$259K Sell
25,438
-905
-3% -$9.51K 0.07% 151
2024
Q3 		$286K Buy
26,343
+181
+0.7% +$1.93K 0.08% 147
2024
Q2 		$271K Sell
26,162
-39,397
-60% -$399K 0.08% 149
2024
Q1 		$685K Buy
65,559
+194
+0.3% +$1.98K 0.2% 97
2023
Q4 		$665K Buy
+65,365
New +$617K 0.22% 88

Other funds holding MMU

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
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
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Stonebrook Private's MMU Position: Q2 2026 in Review

Stonebrook Private increased its Western Asset Managed Municipals Fund (MMU) stake by 0.67% in Q2 2026, buying an estimated $1.61K and bringing the position to 23,467 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #217.

Stonebrook Private first reported a position in MMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q1 2024. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Stonebrook Private held 23,467 shares of Western Asset Managed Municipals Fund worth $245K as of Q2 2026.
  • Stonebrook Private bought 157 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $1.61K.
  • Western Asset Managed Municipals Fund made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #217 holding.
  • Stonebrook Private first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Western Asset Managed Municipals Fund position peaked at $685K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.