Uniting Wealth Partners’s BlackRock MuniHoldings Fund MHD Stock Holding History

Uniting Wealth Partners’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 Q2	$676K	Buy	56,482 +17	+0%	+$199	0.14%	101
2026 Q1	$640K	Buy	+56,465	New	+$664K	0.14%	96
2025 Q4	–	Sell	-35,886	Closed	-$424K	–	184
2025 Q3	$424K	Hold	35,886	–	–	0.1%	108
2025 Q2	$402K	Hold	35,886	–	–	0.16%	69
2025 Q1	$421K	Buy	+35,886	New	+$429K	0.21%	52

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

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

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

RCM

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

MSL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Uniting Wealth Partners's MHD Position: Q2 2026 in Review

Uniting Wealth Partners increased its BlackRock MuniHoldings Fund (MHD) stake by 0.03% in Q2 2026, buying an estimated $199 and bringing the position to 56,482 shares worth $676K. The position accounts for 0.14% of the portfolio, ranked #101.

Uniting Wealth Partners first reported a position in MHD in Q1 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Uniting Wealth Partners held 56,482 shares of BlackRock MuniHoldings Fund worth $676K as of Q2 2026.
Uniting Wealth Partners bought 17 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $199.
BlackRock MuniHoldings Fund made up 0.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #101 holding.
Uniting Wealth Partners first reported a position in BlackRock MuniHoldings Fund in Q1 2025 and has held it in 5 quarters since.
209 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.