Hudson Valley Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Hudson Valley Investment Advisors’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 Q2	$339K	Sell	36,714 -1	-0%	-$9	0.04%	124
2026 Q1	$330K	Hold	36,715	–	–	0.04%	127
2025 Q4	$333K	Sell	36,715 -2,500	-6%	-$22.6K	0.04%	129
2025 Q3	$352K	Sell	39,215 -2,000	-5%	-$17.4K	0.04%	137
2025 Q2	$358K	Sell	41,215 -6,750	-14%	-$58K	0.04%	133
2025 Q1	$421K	Buy	47,965 +3	+0%	+$26	0.05%	124
2024 Q4	$412K	Sell	47,962 -65,650	-58%	-$583K	0.05%	128
2024 Q3	$1.02M	Sell	113,612 -9,075	-7%	-$80.1K	0.11%	99
2024 Q2	$1.07M	Buy	122,687 +3,303	+3%	+$28.2K	0.14%	94
2024 Q1	$1.04M	Sell	119,384 -3,302	-3%	-$28.8K	0.12%	95
2023 Q4	$1.07M	Sell	122,686 -18,300	-13%	-$152K	0.15%	95
2023 Q3	$1.16M	Sell	140,986 -4,850	-3%	-$41.3K	0.16%	94
2023 Q2	$1.27M	Sell	145,836 -7,000	-5%	-$61.6K	0.17%	96
2023 Q1	$1.35M	Sell	152,836 -2,625	-2%	-$23.3K	0.19%	102
2022 Q4	$1.34M	Sell	155,461 -8,250	-5%	-$70.4K	0.2%	100
2022 Q3	$1.39M	Buy	163,711 +500	+0.3%	+$4.49K	0.22%	95
2022 Q2	$1.46M	Sell	163,211 -1,650	-1%	-$15K	0.23%	98
2022 Q1	$1.58M	Sell	164,861 -2,600	-2%	-$25.6K	0.21%	93
2021 Q4	$1.74M	Buy	167,461 +1,875	+1%	+$20.4K	0.27%	70
2021 Q3	$1.87M	Buy	165,586 +7,800	+5%	+$90.6K	0.32%	68
2021 Q2	$1.82M	Buy	157,786 +7,300	+5%	+$83K	0.32%	69
2021 Q1	$1.68M	Buy	150,486 +10,050	+7%	+$112K	0.3%	72
2020 Q4	$1.56M	Buy	140,436 +16,050	+13%	+$175K	0.3%	75
2020 Q3	$1.33M	Buy	124,386 +8,268	+7%	+$87.5K	0.29%	77
2020 Q2	$1.18M	Buy	116,118 +4,920	+4%	+$48.3K	0.28%	79
2020 Q1	$1.08M	Buy	111,198 +3,712	+3%	+$39K	0.3%	75
2019 Q4	$1.15M	Buy	107,486 +14,468	+16%	+$152K	0.25%	79
2019 Q3	$978K	Buy	93,018 +4,359	+5%	+$45.2K	0.23%	87
2019 Q2	$903K	Buy	+88,659	New	+$887K	0.21%	93

Other funds holding NUV

HWAM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Hudson Valley Investment Advisors's NUV Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Nuveen Municipal Value Fund (NUV) stake by 0% in Q2 2026, selling an estimated $9 and leaving 36,714 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #124.

Hudson Valley Investment Advisors first reported a position in NUV in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.87M in Q3 2021. 103 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Hudson Valley Investment Advisors held 36,714 shares of Nuveen Municipal Value Fund worth $339K as of Q2 2026.
Hudson Valley Investment Advisors sold 1 Nuveen Municipal Value Fund share in Q2 2026, an estimated $9.
Nuveen Municipal Value Fund made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #124 holding.
Hudson Valley Investment Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2019 and has held it in 29 quarters since.
Hudson Valley Investment Advisors's Nuveen Municipal Value Fund position peaked at $1.87M in Q3 2021.
103 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.