KA
NAD icon

Kercheville Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Kercheville Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
92,301
-405
-0.4% -$4.87K 0.34% 47
2025
Q4 		$1.11M Buy
92,706
+2,076
+2% +$24.8K 0.29% 59
2025
Q3 		$1.06M Sell
90,630
-2,937
-3% -$33.4K 0.32% 54
2025
Q2 		$1.06M Buy
93,567
+62
+0.1% +$695 0.36% 50
2025
Q1 		$1.08M Buy
93,505
+39
+0% +$458 0.44% 43
2024
Q4 		$1.09M Buy
93,466
+3,025
+3% +$36.4K 0.42% 45
2024
Q3 		$1.12M Buy
90,441
+75,000
+486% +$900K 0.47% 44
2024
Q2 		$181K Hold
15,441
– – 0.08% 75
2024
Q1 		$177K Hold
15,441
– – 0.08% 77
2023
Q4 		$177K Sell
15,441
-2,450
-14% -$25.9K 0.1% 70
2023
Q3 		$181K Hold
17,891
– – 0.12% 64
2023
Q2 		$202K Hold
17,891
– – 0.12% 67
2023
Q1 		$206K Sell
17,891
-2,000
-10% -$23.1K 0.14% 64
2022
Q4 		$235K Sell
19,891
-30,000
-60% -$337K 0.16% 67
2022
Q3 		$549K Sell
49,891
-10,000
-17% -$125K 0.56% 39
2022
Q2 		$747K Sell
59,891
-15,000
-20% -$190K 0.49% 43
2022
Q1 		$1M Buy
74,891
+2,000
+3% +$28.7K 0.47% 46
2021
Q4 		$1.17M Hold
72,891
– – 0.51% 43
2021
Q3 		$1.14M Sell
72,891
-10,000
-12% -$162K 0.54% 43
2021
Q2 		$1.33M Buy
82,891
+9,000
+12% +$140K 0.61% 45
2021
Q1 		$1.12M Hold
73,891
– – 0.56% 52
2020
Q4 		$1.14M Buy
+73,891
New +$1.09M 0.62% 46

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kercheville Advisors's NAD Position: Q1 2026 in Review

Kercheville Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 0.44% in Q1 2026, selling an estimated $4.87K and leaving 92,301 shares worth $1.06M. The position accounts for 0.34% of the portfolio, ranked #47.

Kercheville Advisors first reported a position in NAD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q2 2021. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Kercheville Advisors held 92,301 shares of Nuveen Quality Municipal Income Fund worth $1.06M as of Q1 2026.
  • Kercheville Advisors sold 405 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $4.87K.
  • Nuveen Quality Municipal Income Fund made up 0.34% of Kercheville Advisors's portfolio in Q1 2026, its #47 holding.
  • Kercheville Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's Nuveen Quality Municipal Income Fund position peaked at $1.33M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.