Cary Street Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cary Street Partners’s Portfolio NAD Stock Details NAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	19,648 -1,300	-6%	-$15.4K	0.01%	867
2026 Q1	$241K	Buy	20,948 +2,950	+16%	+$35.5K	0.01%	786
2025 Q4	$216K	Buy	17,998 +4,548	+34%	+$54.4K	0.01%	814
2025 Q3	$157K	Sell	13,450 -379	-3%	-$4.31K	﹤0.01%	825
2025 Q2	$156K	Buy	+13,829	New	+$155K	﹤0.01%	812

Other funds holding NAD

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

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

MGAM

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

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

Cary Street Partners's NAD Position: Q2 2026 in Review

Cary Street Partners reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 6.2% in Q2 2026, selling an estimated $15.4K and leaving 19,648 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #867.

Cary Street Partners first reported a position in NAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $241K in Q1 2026. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Cary Street Partners held 19,648 shares of Nuveen Quality Municipal Income Fund worth $238K as of Q2 2026.
Cary Street Partners sold 1,300 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $15.4K.
Nuveen Quality Municipal Income Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #867 holding.
Cary Street Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
Cary Street Partners's Nuveen Quality Municipal Income Fund position peaked at $241K in Q1 2026.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.