UBS Group
CXH

UBS Group’s MFS Investment Grade Municipal Trust CXH Stock Holding History

UBS Group’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.9K Sell
5,867
-4,948
-46% -$40.1K ﹤0.01% 7407
2025
Q4 		$86K Sell
10,815
-500
-4% -$3.98K ﹤0.01% 6979
2025
Q3 		$88.9K Buy
11,315
+2,000
+21% +$15.2K ﹤0.01% 7205
2025
Q2 		$71.2K Sell
9,315
-908
-9% -$6.93K ﹤0.01% 7503
2025
Q1 		$81K Sell
10,223
-4,448
-30% -$35.7K ﹤0.01% 7205
2024
Q4 		$117K Sell
14,671
-896
-6% -$7.28K ﹤0.01% 6775
2024
Q3 		$128K Hold
15,567
– – ﹤0.01% 6177
2024
Q2 		$123K Sell
15,567
-108
-0.7% -$815 ﹤0.01% 6032
2024
Q1 		$119K Sell
15,675
-7,314
-32% -$55.2K ﹤0.01% 6140
2023
Q4 		$174K Sell
22,989
-448
-2% -$3.18K ﹤0.01% 5860
2023
Q3 		$166K Buy
23,437
+546
+2% +$4.05K ﹤0.01% 5495
2023
Q2 		$168K Sell
22,891
-7,006
-23% -$51.2K ﹤0.01% 5602
2023
Q1 		$221K Sell
29,897
-5,182
-15% -$38K ﹤0.01% 5315
2022
Q4 		$250K Sell
35,079
-12,197
-26% -$84.9K ﹤0.01% 5275
2022
Q3 		$319K Sell
47,276
-1,443
-3% -$11K ﹤0.01% 4724
2022
Q2 		$370K Buy
48,719
+3,905
+9% +$30.4K ﹤0.01% 4489
2022
Q1 		$383K Sell
44,814
-5,235
-10% -$47.7K ﹤0.01% 4877
2021
Q4 		$516K Sell
50,049
-81,433
-62% -$806K ﹤0.01% 4952
2021
Q3 		$1.31M Buy
131,482
+6,552
+5% +$67.9K ﹤0.01% 3950
2021
Q2 		$1.28M Sell
124,930
-6,126
-5% -$61.6K ﹤0.01% 3964
2021
Q1 		$1.29M Buy
131,056
+145
+0.1% +$1.42K ﹤0.01% 4001
2020
Q4 		$1.28M Buy
130,911
+14,999
+13% +$142K ﹤0.01% 3815
2020
Q3 		$1.09M Buy
115,912
+25,810
+29% +$249K ﹤0.01% 3575
2020
Q2 		$850K Sell
90,102
-10,487
-10% -$95.5K ﹤0.01% 3649
2020
Q1 		$922K Buy
100,589
+4,764
+5% +$46.2K ﹤0.01% 3419
2019
Q4 		$936K Buy
95,825
+65,372
+215% +$641K ﹤0.01% 4281
2019
Q3 		$302K Sell
30,453
-2,744
-8% -$27K ﹤0.01% 4932
2019
Q2 		$317K Buy
33,197
+1,660
+5% +$15.7K ﹤0.01% 4618
2019
Q1 		$296K Sell
31,537
-3,459
-10% -$32.2K ﹤0.01% 4375
2018
Q4 		$307K Buy
34,996
+5,091
+17% +$44.6K ﹤0.01% 4611
2018
Q3 		$268K Sell
29,905
-4,818
-14% -$44.3K ﹤0.01% 4839
2018
Q2 		$321K Sell
34,723
-7,317
-17% -$68.2K ﹤0.01% 4638
2018
Q1 		$395K Buy
42,040
+2,800
+7% +$26.6K ﹤0.01% 4355
2017
Q4 		$381K Buy
39,240
+237
+0.6% +$2.32K ﹤0.01% 4484
2017
Q3 		$390K Sell
39,003
-724
-2% -$7.34K ﹤0.01% 4403
2017
Q2 		$403K Buy
39,727
+3,166
+9% +$31.7K ﹤0.01% 4267
2017
Q1 		$353K Buy
36,561
+7,111
+24% +$67.9K ﹤0.01% 4274
2016
Q4 		$276K Buy
29,450
+8,423
+40% +$81.8K ﹤0.01% 4550
2016
Q3 		$218K Buy
21,027
+11,718
+126% +$123K ﹤0.01% 4492
2016
Q2 		$98K Buy
9,309
+2,600
+39% +$27K ﹤0.01% 5040
2016
Q1 		$68K Sell
6,709
-5,326
-44% -$53.3K ﹤0.01% 5259
2015
Q4 		$120K Sell
12,035
-643
-5% -$6.25K ﹤0.01% 5069
2015
Q3 		$123K Buy
12,678
+5,536
+78% +$53.2K ﹤0.01% 5048
2015
Q2 		$66K Buy
7,142
+6,709
+1,549% +$62.2K ﹤0.01% 5752
2015
Q1 		$4K Sell
433
-3,282
-88% -$31.1K ﹤0.01% 8205
2014
Q4 		$34K Buy
+3,715
New +$34.4K ﹤0.01% 6960

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group's CXH Position: Q1 2026 in Review

UBS Group reduced its MFS Investment Grade Municipal Trust (CXH) stake by 46% in Q1 2026, selling an estimated $40.1K and leaving 5,867 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7407.

UBS Group first reported a position in CXH in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.31M in Q3 2021. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • UBS Group held 5,867 shares of MFS Investment Grade Municipal Trust worth $46.9K as of Q1 2026.
  • UBS Group sold 4,948 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $40.1K.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7407 holding.
  • UBS Group first reported a position in MFS Investment Grade Municipal Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's MFS Investment Grade Municipal Trust position peaked at $1.31M in Q3 2021.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.