Arax Advisory Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Arax Advisory Partners’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Buy	36,035 +19,095	+113%	+$219K	﹤0.01%	1747
2026 Q1	$190K	Buy	16,940 +14,785	+686%	+$172K	0.01%	1103
2025 Q4	$25.1K	Hold	2,155	–	–	﹤0.01%	1993
2025 Q3	$24.5K	Buy	+2,155	New	+$23.7K	﹤0.01%	2170
2017 Q2	–	Sell	-205	Closed	-$2K	–	525
2017 Q1	$2K	Buy	205 +1	+0.5%	+$13	﹤0.01%	443
2016 Q4	$3K	Buy	+204	New	+$2.76K	﹤0.01%	425

Other funds holding NEA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arax Advisory Partners's NEA Position: Q2 2026 in Review

Arax Advisory Partners increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 113% in Q2 2026, buying an estimated $219K and bringing the position to 36,035 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Arax Advisory Partners first reported a position in NEA in Q4 2016 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Arax Advisory Partners held 36,035 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $423K as of Q2 2026.
Arax Advisory Partners bought 19,095 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $219K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1747 holding.
Arax Advisory Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.