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Marshall & Sullivan’s Nuveen Municipal Value Fund NUV Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-1,840
Closed -$16K – 80
2025
Q2 		$16K Buy
+1,840
New +$15.8K 0.01% 91

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sullivan's NUV Position: Q3 2025 in Review

Marshall & Sullivan sold out of Nuveen Municipal Value Fund (NUV) in Q3 2025, closing a stake of 1,840 shares — an estimated $16K sold.

Marshall & Sullivan first reported a position in NUV in Q2 2025 and held it in 1 quarter. The position peaked at $16K in Q2 2025. 229 funds tracked by Wall St. Rank hold NUV as of Q3 2025.

  • Marshall & Sullivan reported no remaining Nuveen Municipal Value Fund position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 1,840 Nuveen Municipal Value Fund shares in Q3 2025, an estimated $16K.
  • Marshall & Sullivan first reported a position in Nuveen Municipal Value Fund in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's Nuveen Municipal Value Fund position peaked at $16K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.