Corient Private Wealth
NAD icon

Corient Private Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Corient Private Wealth’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
Q1 		$884K Sell
76,682
-13,354
-15% -$160K ﹤0.01% 1720
2025
Q4 		$947K Buy
90,036
+47,137
+110% +$563K ﹤0.01% 1913
2025
Q3 		$501K Sell
42,899
-37,479
-47% -$426K ﹤0.01% 1785
2025
Q2 		$907K Buy
80,378
+21,444
+36% +$241K ﹤0.01% 1408
2025
Q1 		$679K Buy
58,934
+11,636
+25% +$137K ﹤0.01% 1456
2024
Q4 		$551K Hold
47,298
– – ﹤0.01% 1569
2024
Q3 		$586K Sell
47,298
-2,373
-5% -$28.5K ﹤0.01% 1653
2024
Q2 		$583K Hold
49,671
– – ﹤0.01% 1563
2024
Q1 		$569K Buy
49,671
+506
+1% +$5.72K ﹤0.01% 1567
2023
Q4 		$563K Buy
49,165
+35,500
+260% +$375K ﹤0.01% 1558
2023
Q3 		$139K Buy
13,665
+1,277
+10% +$13.9K ﹤0.01% 1985
2023
Q2 		$140K Hold
12,388
– – ﹤0.01% 1938
2023
Q1 		$143K Buy
12,388
+1,057
+9% +$12.2K ﹤0.01% 1842
2022
Q4 		$134K Buy
+11,331
New +$127K ﹤0.01% 1537

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Corient Private Wealth's NAD Position: Q1 2026 in Review

Corient Private Wealth reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 15% in Q1 2026, selling an estimated $160K and leaving 76,682 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Corient Private Wealth first reported a position in NAD in Q4 2022 and has held it in 14 quarters since. The position peaked at $947K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Corient Private Wealth held 76,682 shares of Nuveen Quality Municipal Income Fund worth $884K as of Q1 2026.
  • Corient Private Wealth sold 13,354 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $160K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1720 holding.
  • Corient Private Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Nuveen Quality Municipal Income Fund position peaked at $947K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.