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Aspect Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Aspect Partners’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$8.98K – 744
2025
Q3 		$8.98K Hold
1,000
– – ﹤0.01% 320
2025
Q2 		$8.69K Hold
1,000
– – ﹤0.01% 306
2025
Q1 		$8.77K Hold
1,000
– – 0.01% 276
2024
Q4 		$8.59K Hold
1,000
– – 0.01% 305
2024
Q3 		$9.02K Hold
1,000
– – 0.01% 281
2024
Q2 		$8.63K Hold
1,000
– – 0.01% 286
2024
Q1 		$8.71K Hold
1,000
– – 0.01% 284
2023
Q4 		$8.6K Buy
+1,000
New +$8.33K 0.01% 271

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspect Partners's NUV Position: Q4 2025 in Review

Aspect Partners sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 1,000 shares — an estimated $8.98K sold.

Aspect Partners first reported a position in NUV in Q4 2023 and held it in 8 quarters. The position peaked at $9.02K in Q3 2024. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • Aspect Partners reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Aspect Partners sold 1,000 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $8.98K.
  • Aspect Partners first reported a position in Nuveen Municipal Value Fund in Q4 2023 and held it in 8 quarters.
  • Aspect Partners's Nuveen Municipal Value Fund position peaked at $9.02K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.