Alongside’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Alongside’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	$399K	Buy	+27,761	New	+$394K	0.08%	115

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alongside's NUW Position: Q2 2026 in Review

Alongside opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2026: 27,761 shares worth $399K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Alongside held 27,761 shares of Nuveen AMT-Free Municipal Value Fund worth $399K as of Q2 2026.
Nuveen AMT-Free Municipal Value Fund was a new Alongside position in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up 0.08% of Alongside's portfolio in Q2 2026, its #115 holding.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.