Envestnet Asset Management
NMAI icon

Envestnet Asset Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Envestnet Asset Management’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149K Sell
10,515
-33,932
-76% -$466K ﹤0.01% 4696
2026
Q1 		$551K Buy
+44,447
New +$587K ﹤0.01% 3864

Other funds holding NMAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management's NMAI Position: Q2 2026 in Review

Envestnet Asset Management reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 76% in Q2 2026, selling an estimated $466K and leaving 10,515 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #4696.

Envestnet Asset Management first reported a position in NMAI in Q1 2026 and has held it in 2 quarters since. The position peaked at $551K in Q1 2026. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • Envestnet Asset Management held 10,515 shares of Nuveen Multi-Asset Income Fund worth $149K as of Q2 2026.
  • Envestnet Asset Management sold 33,932 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $466K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4696 holding.
  • Envestnet Asset Management first reported a position in Nuveen Multi-Asset Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's Nuveen Multi-Asset Income Fund position peaked at $551K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.