Coastwise Capital Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Coastwise Capital Group’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
2026 Q2	$119K	Buy	+12,917	New	+$118K	0.07%	142
2026 Q1	–	Sell	-12,917	Closed	-$117K	–	136
2025 Q4	$117K	Hold	12,917	–	–	0.06%	166
2025 Q3	$116K	Hold	12,917	–	–	0.08%	130
2025 Q2	$112K	Hold	12,917	–	–	0.09%	123
2025 Q1	$113K	Hold	12,917	–	–	0.1%	121
2024 Q4	$111K	Hold	12,917	–	–	0.09%	122
2024 Q3	$117K	Buy	+12,917	New	+$114K	0.1%	126

Other funds holding NUV

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

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

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Coastwise Capital Group's NUV Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2026: 12,917 shares worth $119K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in NUV as recently as Q4 2025.

Coastwise Capital Group first reported a position in NUV in Q3 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Coastwise Capital Group held 12,917 shares of Nuveen Municipal Value Fund worth $119K as of Q2 2026.
Nuveen Municipal Value Fund was a new Coastwise Capital Group position in Q2 2026.
Nuveen Municipal Value Fund made up 0.07% of Coastwise Capital Group's portfolio in Q2 2026, its #142 holding.
Coastwise Capital Group first reported a position in Nuveen Municipal Value Fund in Q3 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.