MUE — BLACKROCK MUNIHOLDINGS QUALI

Ownership history in MELFA WEALTH MANAGEMENT, INC.  ·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported BLACKROCK MUNIHOLDINGS QUALI (MUE) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows MUE at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'s position in BLACKROCK MUNIHOLDINGS QUALI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MUE was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUE stock page MELFA WEALTH MANAGEMENT, INC. fund profile MELFA WEALTH MANAGEMENT, INC. full holdings
How MELFA WEALTH MANAGEMENT, INC. held MUE — position size vs. price
% of Fund (quarterly)    MUE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 27,211 — 0% 0.16% $273K 2026-02-14 (Est.) $10.07
2025 Q3 UNCHANGED 27,211 — 0% 0.16% $274K 2025-10-28 $9.91
2025 Q2 UNCHANGED 27,211 — 0% 0.16% $261K 2025-07-17 $9.04
2025 Q1 UNCHANGED 27,211 — 0% 0.18% $272K 2025-05-02 $9.24
2024 Q4 UNCHANGED 27,211 — 0% 0.18% $272K 2025-01-17 $9.52
2024 Q3 ADDED 27,211 +9,250 +51.5% 0.19% $291K 2024-10-16 $9.72
2024 Q2 ADDED 17,961 +66 +0.4% 0.13% $183K 2024-07-15 $9.31
2024 Q1 ADDED 17,895 +134 +0.8% 0.13% $182K 2024-04-23 $8.79
2023 Q4 ADDED 17,761 +204 +1.2% 0.17% $178K 2024-01-22 $8.72
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUE

As of 2025 Q4 — sorted by position size

RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 1.03% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.35% Logan Stone Capital, LLC 3Y 0.23% Noble Wealth Management PBC 0.17% Hennion & Walsh Asset Management, Inc. 3Y 0.12% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.09% Palogic Value Management, L.P. 3Y 0.07% Advisors Asset Management, Inc. 3Y 7Y 0.07% River Street Advisors LLC 3Y 0.05% Pathstone Holdings, LLC 0.04%

FAQ About MELFA WEALTH MANAGEMENT, INC. and MUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MELFA WEALTH MANAGEMENT, INC. reported owning MUE?

MELFA WEALTH MANAGEMENT, INC. reported MUE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MUE position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for MUE was 0.19% in 2024 Q3.

What is the latest reported MUE position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 27,211 shares, equal to 0.16% of portfolio, with an estimated market value of $273K.

What does the chart on this MUE ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly MUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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