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
Q2 		$753K Sell
62,001
-14,681
-19% -$173K ﹤0.01% 1962
2026
Q1 		$884K Buy
76,682
+37,284
+95% +$448K ﹤0.01% 1720
2025
Q4 		$474K Sell
39,398
-3,501
-8% -$41.8K ﹤0.01% 1894
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 $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Corient Private Wealth's NAD Position: Q2 2026 in Review

Corient Private Wealth reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 19% in Q2 2026, selling an estimated $173K and leaving 62,001 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Corient Private Wealth first reported a position in NAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $907K in Q2 2025. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Corient Private Wealth held 62,001 shares of Nuveen Quality Municipal Income Fund worth $753K as of Q2 2026.
  • Corient Private Wealth sold 14,681 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $173K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1962 holding.
  • Corient Private Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Nuveen Quality Municipal Income Fund position peaked at $907K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.