Wellspring Financial Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Wellspring Financial Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Sell	28,394 -2,800	-9%	-$30.1K	0.02%	215
2026 Q1	$324K	Hold	31,194	–	–	0.02%	208
2025 Q4	$331K	Hold	31,194	–	–	0.03%	188
2025 Q3	$338K	Buy	31,194 +7,494	+32%	+$77.7K	0.03%	114
2025 Q2	$245K	Hold	23,700	–	–	0.02%	133
2025 Q1	$254K	Buy	23,700 +10,400	+78%	+$113K	0.03%	109
2024 Q4	$141K	Buy	+13,300	New	+$148K	0.01%	139

Other funds holding MUC

HWAM

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its BlackRock MuniHoldings California Quality Fund (MUC) stake by 9% in Q2 2026, selling an estimated $30.1K and leaving 28,394 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #215.

Wellspring Financial Advisors first reported a position in MUC in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q3 2025. 13 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Wellspring Financial Advisors held 28,394 shares of BlackRock MuniHoldings California Quality Fund worth $312K as of Q2 2026.
Wellspring Financial Advisors sold 2,800 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $30.1K.
BlackRock MuniHoldings California Quality Fund made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #215 holding.
Wellspring Financial Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2024 and has held it in 7 quarters since.
Wellspring Financial Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $338K in Q3 2025.
13 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

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