Kovitz Investment Group Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Kovitz Investment Group Partners’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19,053	Closed	-$218K	–	1015
2025 Q3	$218K	Buy	19,053 +5,300	+39%	+$58.3K	﹤0.01%	1316
2025 Q2	$150K	Sell	13,753 -187,735	-93%	-$2.03M	﹤0.01%	1305
2025 Q1	$2.26M	Sell	201,488 -2,919	-1%	-$33.2K	0.01%	558
2024 Q4	$2.31M	Sell	204,407 -102,813	-33%	-$1.2M	0.01%	548
2024 Q3	$3.68M	Buy	+307,220	New	+$3.57M	0.03%	391
2020 Q2	–	Sell	-140,647	Closed	-$1.9M	–	398
2020 Q1	$1.9M	Sell	140,647 -1,282	-0.9%	-$18.2K	0.07%	179
2019 Q4	$2.04M	Hold	141,929	–	–	0.06%	197
2019 Q3	$2.03M	Buy	+141,929	New	+$2.01M	0.06%	196
2019 Q2	–	Sell	-138,855	Closed	-$1.85M	–	362
2019 Q1	$1.85M	Buy	+138,855	New	+$1.8M	0.06%	204

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kovitz Investment Group Partners's NEA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2025, closing a stake of 19,053 shares — an estimated $218K sold.

Kovitz Investment Group Partners first reported a position in NEA in Q1 2019 and held it in 9 quarters. The position peaked at $3.68M in Q3 2024. 292 funds tracked by Wall St. Rank hold NEA as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 19,053 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2025, an estimated $218K.
Kovitz Investment Group Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2019 and held it in 9 quarters.
Kovitz Investment Group Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.68M in Q3 2024.
292 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.