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Westview Investment Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Westview Investment Advisors’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 		$3.07M Sell
294,741
-1,916
-0.6% -$19.7K 1.5% 24
2026
Q1 		$3.05M Sell
296,657
-452
-0.2% -$4.74K 1.59% 26
2025
Q4 		$3.1M Buy
+297,109
New +$3.08M 1.48% 28

Other funds holding MMU

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
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
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Westview Investment Advisors's MMU Position: Q2 2026 in Review

Westview Investment Advisors reduced its Western Asset Managed Municipals Fund (MMU) stake by 0.65% in Q2 2026, selling an estimated $19.7K and leaving 294,741 shares worth $3.07M. The position accounts for 1.5% of the portfolio, ranked #24.

Westview Investment Advisors first reported a position in MMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.1M in Q4 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Westview Investment Advisors held 294,741 shares of Western Asset Managed Municipals Fund worth $3.07M as of Q2 2026.
  • Westview Investment Advisors sold 1,916 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $19.7K.
  • Western Asset Managed Municipals Fund made up 1.5% of Westview Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Westview Investment Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2025 and has held it in 3 quarters since.
  • Westview Investment Advisors's Western Asset Managed Municipals Fund position peaked at $3.1M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.