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Cahill Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Cahill Financial Advisors’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
Q2 		– Sell
-14,183
Closed -$124K – 280
2025
Q1 		$124K Buy
14,183
+1,190
+9% +$10.4K 0.02% 264
2024
Q4 		$112K Buy
+12,993
New +$115K 0.02% 261

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Morgan Stanley
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Kovitz Investment Group Partners
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1CP
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cahill Financial Advisors's NUV Position: Q2 2025 in Review

Cahill Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q2 2025, closing a stake of 14,183 shares — an estimated $124K sold.

Cahill Financial Advisors first reported a position in NUV in Q4 2024 and held it in 2 quarters. The position peaked at $124K in Q1 2025. 230 funds tracked by Wall St. Rank hold NUV as of Q2 2025.

  • Cahill Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 14,183 Nuveen Municipal Value Fund shares in Q2 2025, an estimated $124K.
  • Cahill Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2024 and held it in 2 quarters.
  • Cahill Financial Advisors's Nuveen Municipal Value Fund position peaked at $124K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.