Gould Capital’s Nuveen Municipal Value Fund NUV Stock Holding History

Gould Capital’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 Q1	–	Sell	-1,550	Closed	-$14K	–	211
2025 Q4	$14K	Hold	1,550	–	–	0.01%	129
2025 Q3	$13.9K	Hold	1,550	–	–	0.01%	131
2025 Q2	$13.5K	Hold	1,550	–	–	0.01%	129
2025 Q1	$13.6K	Hold	1,550	–	–	0.01%	122
2024 Q4	$13.3K	Hold	1,550	–	–	0.01%	129
2024 Q3	$14K	Hold	1,550	–	–	0.01%	140
2024 Q2	$13.4K	Hold	1,550	–	–	0.01%	139
2024 Q1	$13.5K	Hold	1,550	–	–	0.01%	135
2023 Q4	$13.3K	Sell	1,550 -7,840	-83%	-$65.3K	0.01%	142
2023 Q3	$77.3K	Hold	9,390	–	–	0.06%	65
2023 Q2	$81.7K	Hold	9,390	–	–	0.06%	66
2023 Q1	$82.7K	Hold	9,390	–	–	0.06%	65
2022 Q4	$80.8K	Hold	9,390	–	–	0.06%	64
2022 Q3	$79K	Sell	9,390 -474	-5%	-$4.26K	0.07%	58
2022 Q2	$88K	Hold	9,864	–	–	0.07%	59
2022 Q1	$94K	Hold	9,864	–	–	0.07%	61
2021 Q4	$102K	Buy	+9,864	New	+$107K	0.07%	63

Other funds holding NUV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gould Capital's NUV Position: Q1 2026 in Review

Gould Capital sold out of Nuveen Municipal Value Fund (NUV) in Q1 2026, closing a stake of 1,550 shares — an estimated $14K sold.

Gould Capital first reported a position in NUV in Q4 2021 and held it in 17 quarters. The position peaked at $102K in Q4 2021. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

Gould Capital reported no remaining Nuveen Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
Gould Capital sold 1,550 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $14K.
Gould Capital first reported a position in Nuveen Municipal Value Fund in Q4 2021 and held it in 17 quarters.
Gould Capital's Nuveen Municipal Value Fund position peaked at $102K in Q4 2021.
229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.