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Investment Research & Advisory Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Investment Research & Advisory Group’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
-54
Closed -$9.53K – 291
2025
Q4 		$9.53K Hold
54
– – ﹤0.01% 195
2025
Q3 		$7.88K Hold
54
– – ﹤0.01% 186
2025
Q2 		$7K Hold
54
– – ﹤0.01% 182
2025
Q1 		$6.5K Sell
54
-1,449
-96% -$12.7K ﹤0.01% 184
2024
Q4 		$18.7K Sell
1,503
-1,872
-55% -$16.6K 0.01% 138
2024
Q3 		$38.1K Sell
3,375
-634
-16% -$5.6K 0.02% 110
2024
Q2 		$42.7K Hold
4,009
– – 0.02% 102
2024
Q1 		$45.1K Buy
4,009
+54
+1% +$470 0.02% 101
2023
Q4 		$34K Hold
3,955
– – 0.02% 108
2023
Q3 		$32.7K Hold
3,955
– – 0.02% 108
2023
Q2 		$34.4K Hold
3,955
– – 0.02% 115
2023
Q1 		$34.8K Hold
3,955
– – 0.02% 104
2022
Q4 		$34K Hold
3,955
– – 0.02% 102
2022
Q3 		$33K Hold
3,955
– – 0.02% 102
2022
Q2 		$35K Hold
3,955
– – 0.03% 101
2022
Q1 		$38K Hold
3,955
– – 0.02% 110
2021
Q4 		$41K Hold
3,955
– – 0.02% 109
2021
Q3 		$45K Hold
3,955
– – 0.03% 101
2021
Q2 		$46K Hold
3,955
– – 0.03% 112
2021
Q1 		$44K Hold
3,955
– – 0.03% 102
2020
Q4 		$44K Hold
3,955
– – 0.03% 102
2020
Q3 		$42K Hold
3,955
– – 0.03% 100
2020
Q2 		$40K Hold
3,955
– – 0.04% 99
2020
Q1 		$39K Hold
3,955
– – 0.04% 91
2019
Q4 		$42K Buy
+3,955
New +$41.6K 0.04% 108

Other funds holding NUV

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investment Research & Advisory Group's NUV Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Nuveen Municipal Value Fund (NUV) in Q1 2026, closing a stake of 54 shares — an estimated $9.53K sold.

Investment Research & Advisory Group first reported a position in NUV in Q4 2019 and held it in 25 quarters. The position peaked at $46K in Q2 2021. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining Nuveen Municipal Value Fund position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 54 Nuveen Municipal Value Fund shares in Q1 2026, an estimated $9.53K.
  • Investment Research & Advisory Group first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 25 quarters.
  • Investment Research & Advisory Group's Nuveen Municipal Value Fund position peaked at $46K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.