Uniting Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

Uniting Wealth Partners’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	$157K	Buy	15,065 +33	+0.2%	+$339	0.03%	198
2026 Q1	$155K	Buy	+15,032	New	+$158K	0.03%	197
2025 Q4	–	Sell	-14,835	Closed	-$154K	–	186
2025 Q3	$154K	Buy	14,835 +3,325	+29%	+$33.4K	0.04%	187
2025 Q2	$114K	Sell	11,510 -10,173	-47%	-$101K	0.04%	113
2025 Q1	$223K	Buy	21,683 +1,919	+10%	+$19.8K	0.11%	92
2024 Q4	$202K	Buy	+19,764	New	+$208K	0.1%	95

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 $112B AUM 36.28% 1-Year Est. Return

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

Uniting Wealth Partners increased its Western Asset Managed Municipals Fund (MMU) stake by 0.22% in Q2 2026, buying an estimated $339 and bringing the position to 15,065 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #198.

Uniting Wealth Partners first reported a position in MMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $223K in Q1 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Uniting Wealth Partners held 15,065 shares of Western Asset Managed Municipals Fund worth $157K as of Q2 2026.
Uniting Wealth Partners bought 33 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $339.
Western Asset Managed Municipals Fund made up 0.03% of Uniting Wealth Partners's portfolio in Q2 2026, its #198 holding.
Uniting Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and has held it in 6 quarters since.
Uniting Wealth Partners's Western Asset Managed Municipals Fund position peaked at $223K in Q1 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

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