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AHL Investment Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

AHL Investment Management’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
2025
Q3 		$1.15M Sell
81,149
-10,945
-12% -$151K 0.79% 38
2025
Q2 		$1.26M Buy
92,094
+6,890
+8% +$93.6K 0.84% 39
2025
Q1 		$1.17M Sell
85,204
-19,300
-18% -$266K 0.81% 38
2024
Q4 		$1.42M Sell
104,504
-3,701
-3% -$51.5K 0.99% 37
2024
Q3 		$1.54M Hold
108,205
– – 1.06% 37
2024
Q2 		$1.5M Buy
108,205
+14,289
+15% +$193K 1.1% 36
2024
Q1 		$1.27M Buy
93,916
+77,615
+476% +$1.06M 0.97% 35
2023
Q4 		$222K Buy
16,301
+1,650
+11% +$21.7K 0.18% 60
2023
Q3 		$196K Sell
14,651
-11,708
-44% -$158K 0.17% 62
2023
Q2 		$362K Sell
26,359
-20,013
-43% -$276K 0.32% 47
2023
Q1 		$639K Sell
46,372
-36,547
-44% -$510K 0.59% 41
2022
Q4 		$1.13M Sell
82,919
-29,295
-26% -$393K 1.05% 34
2022
Q3 		$1.47M Sell
112,214
-679
-0.6% -$9.56K 1.52% 27
2022
Q2 		$1.6M Sell
112,893
-661
-0.6% -$9.36K 1.61% 27
2022
Q1 		$1.68M Buy
113,554
+32,039
+39% +$501K 1.54% 27
2021
Q4 		$1.35M Buy
+81,515
New +$1.36M 1.23% 25

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHL Investment Management's NUW Position: Q3 2025 in Review

AHL Investment Management reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 12% in Q3 2025, selling an estimated $151K and leaving 81,149 shares worth $1.15M. The position accounts for 0.79% of the portfolio, ranked #38.

AHL Investment Management first reported a position in NUW in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.68M in Q1 2022. 61 funds tracked by Wall St. Rank hold NUW as of Q3 2025.

  • AHL Investment Management held 81,149 shares of Nuveen AMT-Free Municipal Value Fund worth $1.15M as of Q3 2025.
  • AHL Investment Management sold 10,945 Nuveen AMT-Free Municipal Value Fund shares in Q3 2025, an estimated $151K.
  • Nuveen AMT-Free Municipal Value Fund made up 0.79% of AHL Investment Management's portfolio in Q3 2025, its #38 holding.
  • AHL Investment Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Nuveen AMT-Free Municipal Value Fund position peaked at $1.68M in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.