AFS
NUW icon

Access Financial Services’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Access Financial Services’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Sell
33,635
-5,650
-14% -$80.2K 0.16% 75
2026
Q1 		$563K Sell
39,285
-4,350
-10% -$62.5K 0.2% 64
2025
Q4 		$624K Sell
43,635
-3,555
-8% -$50.8K 0.23% 66
2025
Q3 		$669K Buy
47,190
+2,000
+4% +$27.6K 0.24% 64
2025
Q2 		$618K Buy
45,190
+2,430
+6% +$33K 0.23% 63
2025
Q1 		$588K Hold
42,760
– – 0.24% 63
2024
Q4 		$581K Buy
42,760
+23,750
+125% +$331K 0.26% 70
2024
Q3 		$270K Hold
19,010
– – 0.12% 97
2024
Q2 		$264K Hold
19,010
– – 0.12% 93
2024
Q1 		$257K Hold
19,010
– – 0.11% 92
2023
Q4 		$259K Sell
19,010
-1,800
-9% -$23.7K 0.13% 89
2023
Q3 		$279K Hold
20,810
– – 0.17% 81
2023
Q2 		$286K Sell
20,810
-3,921
-16% -$54K 0.17% 76
2023
Q1 		$341K Sell
24,731
-6,201
-20% -$86.5K 0.21% 75
2022
Q4 		$421K Sell
30,932
-8,410
-21% -$113K 0.26% 75
2022
Q3 		$517K Sell
39,342
-554
-1% -$7.8K 0.33% 72
2022
Q2 		$565K Sell
39,896
-1,580
-4% -$22.4K 0.32% 75
2022
Q1 		$612K Buy
41,476
+1,716
+4% +$26.8K 0.29% 81
2021
Q4 		$659K Buy
39,760
+23,615
+146% +$395K 0.3% 82
2021
Q3 		$275K Buy
+16,145
New +$277K 0.12% 105

Other funds holding NUW

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Access Financial Services's NUW Position: Q2 2026 in Review

Access Financial Services reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 14% in Q2 2026, selling an estimated $80.2K and leaving 33,635 shares worth $484K. The position accounts for 0.16% of the portfolio, ranked #75.

Access Financial Services first reported a position in NUW in Q3 2021 and has held it in 20 quarters since. The position peaked at $669K in Q3 2025. 9 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Access Financial Services held 33,635 shares of Nuveen AMT-Free Municipal Value Fund worth $484K as of Q2 2026.
  • Access Financial Services sold 5,650 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $80.2K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.16% of Access Financial Services's portfolio in Q2 2026, its #75 holding.
  • Access Financial Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2021 and has held it in 20 quarters since.
  • Access Financial Services's Nuveen AMT-Free Municipal Value Fund position peaked at $669K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.