Fisher Asset Management
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Fisher Asset Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Fisher Asset Management’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-74,913
Closed -$943K – 1052
2025
Q1 		$943K Buy
+74,913
New +$954K ﹤0.01% 688
2024
Q1 		– Sell
-84,184
Closed -$971K – 1023
2023
Q4 		$971K Hold
84,184
– – ﹤0.01% 697
2023
Q3 		$864K Buy
+84,184
New +$937K ﹤0.01% 772

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Fisher Asset Management's NKX Position: Q2 2025 in Review

Fisher Asset Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 74,913 shares — an estimated $943K sold.

Fisher Asset Management first reported a position in NKX in Q3 2023 and held it in 3 quarters. The position peaked at $971K in Q4 2023. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

  • Fisher Asset Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Fisher Asset Management sold 74,913 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $943K.
  • Fisher Asset Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2023 and held it in 3 quarters.
  • Fisher Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $971K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.