Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,653,343
Closed -$23.8M – 1033
2025
Q3 		$23.8M Sell
2,653,343
-105,242
-4% -$917K 0.09% 196
2025
Q2 		$24M Buy
2,758,585
+746,507
+37% +$6.42M 0.1% 177
2025
Q1 		$17.6M Buy
2,012,078
+57,097
+3% +$500K 0.09% 191
2024
Q4 		$16.8M Buy
1,954,981
+800,998
+69% +$7.11M 0.08% 201
2024
Q3 		$10.4M Buy
+1,153,983
New +$10.2M 0.07% 217

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

Kovitz Investment Group Partners sold out of Nuveen Municipal Value Fund (NUV) in Q4 2025, closing a stake of 2,653,343 shares — an estimated $23.8M sold.

Kovitz Investment Group Partners first reported a position in NUV in Q3 2024 and held it in 5 quarters. The position peaked at $24M in Q2 2025. 239 funds tracked by Wall St. Rank hold NUV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Nuveen Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,653,343 Nuveen Municipal Value Fund shares in Q4 2025, an estimated $23.8M.
  • Kovitz Investment Group Partners first reported a position in Nuveen Municipal Value Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Nuveen Municipal Value Fund position peaked at $24M in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2025.

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