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

HWAM

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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. 38 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.
38 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.