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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

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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.