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Laird Norton Wetherby Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$123K Buy
+10,500
New +$119K 0.01% 918
2024
Q4 		$170K Buy
14,610
+403
+3% +$4.85K 0.01% 860
2024
Q3 		$176K Buy
14,207
+1,082
+8% +$13K 0.01% 891
2024
Q2 		$154K Buy
+13,125
New +$148K 0.01% 886
2022
Q3 		– Sell
-15,184
Closed -$189K – 919
2022
Q2 		$189K Buy
+15,184
New +$192K 0.01% 823
2019
Q4 		– Sell
-10,265
Closed -$147K – 716
2019
Q3 		$147K Sell
10,265
-701
-6% -$10.1K 0.02% 679
2019
Q2 		$154K Hold
10,966
– – 0.02% 658
2019
Q1 		$149K Sell
10,966
-6,920
-39% -$91.6K 0.02% 638
2018
Q4 		$224K Buy
17,886
+486
+3% +$6.08K 0.03% 551
2018
Q3 		$223K Hold
17,400
– – 0.03% 590
2018
Q2 		$231K Buy
17,400
+720
+4% +$9.47K 0.03% 555
2018
Q1 		$219K Buy
16,680
+3,194
+24% +$42.7K 0.03% 582
2017
Q4 		$190K Buy
13,486
+941
+8% +$13.2K 0.03% 605
2017
Q3 		$178K Buy
+12,545
New +$179K 0.03% 582
2016
Q4 		– Sell
-15,196
Closed -$229K – 537
2016
Q3 		$229K Buy
+15,196
New +$236K 0.05% 458

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NAD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q3 2025: 10,500 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in NAD as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in NAD in Q3 2016 and has held it in 15 quarters since. The position peaked at $231K in Q2 2018. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 10,500 shares of Nuveen Quality Municipal Income Fund worth $123K as of Q3 2025.
  • Nuveen Quality Municipal Income Fund was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #918 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and has held it in 15 quarters since.
  • Laird Norton Wetherby Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $231K in Q2 2018.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.