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

Ancora Advisors’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 Q1	$52.8K	Hold	3,682	–	–	﹤0.01%	1123
2025 Q4	$52.7K	Hold	3,682	–	–	﹤0.01%	1133
2025 Q3	$52.2K	Sell	3,682 -9,011	-71%	-$124K	﹤0.01%	1023
2025 Q2	$174K	Buy	12,693 +1,700	+15%	+$23.1K	﹤0.01%	751
2025 Q1	$151K	Hold	10,993	–	–	﹤0.01%	782
2024 Q4	$149K	Hold	10,993	–	–	﹤0.01%	781
2024 Q3	$156K	Hold	10,993	–	–	﹤0.01%	739
2024 Q2	$153K	Hold	10,993	–	–	﹤0.01%	725
2024 Q1	$148K	Hold	10,993	–	–	﹤0.01%	738
2023 Q4	$150K	Buy	+10,993	New	+$145K	﹤0.01%	726

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's NUW Position: Q1 2026 in Review

Ancora Advisors held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q1 2026 at 3,682 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Ancora Advisors first reported a position in NUW in Q4 2023 and has held it in 10 quarters since. The position peaked at $174K in Q2 2025. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Ancora Advisors held 3,682 shares of Nuveen AMT-Free Municipal Value Fund worth $52.8K as of Q1 2026.
Ancora Advisors left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q1 2026.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1123 holding.
Ancora Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2023 and has held it in 10 quarters since.
Ancora Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $174K in Q2 2025.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.