Core Wealth Partners LLC MUC β€” BLACKROCK MUNIHLDNGS CALI

Ownership history in Core Wealth Partners LLC  Β·  2 quarters on record

AI Ownership Summary

Core Wealth Partners LLC reported BLACKROCK MUNIHLDNGS CALI (MUC) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows MUC at 0.07% 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.

What this MUC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Core Wealth Partners LLC's position in BLACKROCK MUNIHLDNGS CALI, 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
2026 Q2

MUC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Core Wealth Partners LLC held MUC β€” position size vs. price
% of Fund (quarterly)    MUC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 15,707 β€” 0% 0.07% $173K 2026-07-17 $10.85
2026 Q1 INITIATED β€” β€” β€” 15,707 β€” β€” 0.08% $163K 2026-05-08 $10.70

FAQ About Core Wealth Partners LLC and MUC

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

How long has Core Wealth Partners LLC reported owning MUC?

Core Wealth Partners LLC reported MUC across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MUC position in Core Wealth Partners LLC's portfolio?

The largest reported portfolio weight for MUC was 0.08% in 2026 Q1.

What is the latest reported MUC position on this page?

The most recent filing on this page is 2026 Q2, when Core Wealth Partners LLC reported 15,707 shares, equal to 0.07% of portfolio, with an estimated market value of $173K.

What does the chart on this MUC ownership page compare?

The chart compares Core Wealth Partners LLC's quarterly MUC 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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