Herold Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Herold Advisors’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Hold	16,000	–	–	0.04%	255
2026 Q1	$197K	Hold	16,000	–	–	0.04%	253
2025 Q4	$181K	Hold	16,000	–	–	0.04%	241
2025 Q3	$186K	Hold	16,000	–	–	0.04%	239
2025 Q2	$188K	Hold	16,000	–	–	0.04%	297
2025 Q1	$189K	Hold	16,000	–	–	0.04%	271
2024 Q4	$184K	Buy	16,000 +4,415	+38%	+$51.5K	0.04%	265
2024 Q3	$135K	Hold	11,585	–	–	0.03%	264
2024 Q2	$129K	Hold	11,585	–	–	0.03%	257
2024 Q1	$127K	Hold	11,585	–	–	0.03%	258
2023 Q4	$122K	Buy	+11,585	New	+$114K	0.03%	238
2022 Q2	–	Sell	-9,085	Closed	-$116K	–	502
2022 Q1	$116K	Buy	+9,085	New	+$127K	0.04%	254
2021 Q4	–	Sell	-9,085	Closed	-$139K	–	486
2021 Q3	$139K	Buy	+9,085	New	+$139K	0.05%	238

Other funds holding NMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Herold Advisors's NMT Position: Q2 2026 in Review

Herold Advisors held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q2 2026 at 16,000 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #255.

Herold Advisors first reported a position in NMT in Q3 2021 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

Herold Advisors held 16,000 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $208K as of Q2 2026.
Herold Advisors left its Nuveen Massachusetts Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Massachusetts Quality Municipal Income Fund made up 0.04% of Herold Advisors's portfolio in Q2 2026, its #255 holding.
Herold Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2021 and has held it in 13 quarters since.
29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.