MUJ β€” BLACKROCK MUNIHLDGS NJ QLTY

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

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported BLACKROCK MUNIHLDGS NJ QLTY (MUJ) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.52% in 2023 Q4. The latest visible filing shows MUJ at 0.34% 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 MUJ 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 MUNIHLDGS NJ QLTY, 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

MUJ was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2023 Q4

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.

How MELFA WEALTH MANAGEMENT, INC. held MUJ β€” position size vs. price
% of Fund (quarterly)    MUJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 49,351 -4,134 -7.7% 0.34% $587K 2026-02-14 (Est.) $12.27
2025 Q3 ADDED 53,485 +8 +0.0% 0.36% $620K 2025-10-28 $11.38
2025 Q2 ADDED 53,477 +9,858 +22.6% 0.37% $586K 2025-07-17 $10.35
2025 Q1 ADDED 43,619 +5 +0.0% 0.33% $491K 2025-05-02 $10.62
2024 Q4 REDUCED 43,614 -4,991 -10.3% 0.32% $483K 2025-01-17 $10.61
2024 Q3 ADDED 48,605 +7 +0.0% 0.39% $590K 2024-10-16 $11.08
2024 Q2 ADDED 48,598 +107 +0.2% 0.39% $554K 2024-07-15 $10.50
2024 Q1 ADDED 48,491 +203 +0.4% 0.41% $564K 2024-04-23 $10.02
2023 Q4 ADDED 48,288 +354 +0.7% 0.52% $551K 2024-01-22 $10.09
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MUJ

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.03% Marex Group plc 0.0%

FAQ About MELFA WEALTH MANAGEMENT, INC. and MUJ

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 MUJ?

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

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

The largest reported portfolio weight for MUJ was 0.52% in 2023 Q4.

What is the latest reported MUJ position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 49,351 shares, equal to 0.34% of portfolio, with an estimated market value of $587K.

What does the chart on this MUJ ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'s quarterly MUJ 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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