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Clearstead Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Clearstead Advisors’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Buy
+11,643
New +$155K ﹤0.01% 1161

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Advisors's NCDL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q2 2026: 11,643 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings.

68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • Clearstead Advisors held 11,643 shares of Nuveen Churchill Direct Lending worth $145K as of Q2 2026.
  • Nuveen Churchill Direct Lending was a new Clearstead Advisors position in Q2 2026.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1161 holding.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.