Cary Street Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Cary Street 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	$970K	Sell	82,613 -2,102	-2%	-$24.1K	0.02%	502
2026 Q1	$951K	Buy	84,715 +11,302	+15%	+$131K	0.02%	450
2025 Q4	$854K	Sell	73,413 -3,601	-5%	-$41.4K	0.02%	478
2025 Q3	$877K	Buy	77,014 +39,560	+106%	+$435K	0.02%	452
2025 Q2	$409K	Buy	+37,454	New	+$406K	0.01%	605

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

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

Cary Street Partners reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 2.5% in Q2 2026, selling an estimated $24.1K and leaving 82,613 shares worth $970K. The position accounts for 0.02% of the portfolio, ranked #502.

Cary Street Partners first reported a position in NEA in Q2 2025 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Cary Street Partners held 82,613 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $970K as of Q2 2026.
Cary Street Partners sold 2,102 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $24.1K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #502 holding.
Cary Street Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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