Wellspring Financial Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Wellspring Financial Advisors’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	$1.25M	Buy	105,262 +5,200	+5%	+$60.7K	0.08%	89
2026 Q1	$1.13M	Buy	100,062 +46,071	+85%	+$542K	0.08%	88
2025 Q4	$634K	Buy	53,991 +2,527	+5%	+$29.6K	0.05%	126
2025 Q3	$605K	Hold	51,464	–	–	0.06%	82
2025 Q2	$576K	Buy	51,464 +14,614	+40%	+$164K	0.06%	80
2025 Q1	$433K	Hold	36,850	–	–	0.05%	79
2024 Q4	$430K	Sell	36,850 -7,960	-18%	-$98K	0.04%	83
2024 Q3	$567K	Buy	44,810 +1,600	+4%	+$19.7K	0.07%	79
2024 Q2	$522K	Buy	43,210 +7,960	+23%	+$93.7K	0.07%	81
2024 Q1	$426K	Buy	35,250 +950	+3%	+$11.3K	0.07%	79
2023 Q4	$409K	Hold	34,300	–	–	0.1%	79
2023 Q3	$354K	Buy	34,300 +9,300	+37%	+$105K	0.1%	76
2023 Q2	$291K	Hold	25,000	–	–	0.08%	80
2023 Q1	$301K	Hold	25,000	–	–	0.09%	84
2022 Q4	$304K	Buy	+25,000	New	+$287K	0.1%	82

Other funds holding MHD

HWAM

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

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Wellspring Financial Advisors's MHD Position: Q2 2026 in Review

Wellspring Financial Advisors increased its BlackRock MuniHoldings Fund (MHD) stake by 5.2% in Q2 2026, buying an estimated $60.7K and bringing the position to 105,262 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #89.

Wellspring Financial Advisors first reported a position in MHD in Q4 2022 and has held it in 15 quarters since. 48 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Wellspring Financial Advisors held 105,262 shares of BlackRock MuniHoldings Fund worth $1.25M as of Q2 2026.
Wellspring Financial Advisors bought 5,200 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $60.7K.
BlackRock MuniHoldings Fund made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #89 holding.
Wellspring Financial Advisors first reported a position in BlackRock MuniHoldings Fund in Q4 2022 and has held it in 15 quarters since.
48 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.