GWM
NCDL icon

Graybill Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Graybill Wealth Management’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,747
Closed -$115K – 134
2025
Q1 		$115K Buy
+6,747
New +$116K 0.04% 87

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Graybill Wealth Management's NCDL Position: Q2 2025 in Review

Graybill Wealth Management sold out of Nuveen Churchill Direct Lending (NCDL) in Q2 2025, closing a stake of 6,747 shares — an estimated $115K sold.

Graybill Wealth Management first reported a position in NCDL in Q1 2025 and held it in 1 quarter. The position peaked at $115K in Q1 2025. 72 funds tracked by Wall St. Rank hold NCDL as of Q2 2025.

  • Graybill Wealth Management reported no remaining Nuveen Churchill Direct Lending position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 6,747 Nuveen Churchill Direct Lending shares in Q2 2025, an estimated $115K.
  • Graybill Wealth Management first reported a position in Nuveen Churchill Direct Lending in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Nuveen Churchill Direct Lending position peaked at $115K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.