Mercer Global Advisors
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Mercer Global Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Mercer Global Advisors’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
2026
Q2 		$6.74M Sell
731,241
-9,527
-1% -$87K 0.01% 741
2026
Q1 		$6.66M Buy
740,768
+6,615
+0.9% +$60.4K 0.01% 646
2025
Q4 		$6.65M Buy
734,153
+682,313
+1,316% +$6.17M 0.01% 619
2025
Q3 		$466K Buy
+51,840
New +$452K ﹤0.01% 1794
2024
Q1 		– Sell
-14,064
Closed -$121K – 2110
2023
Q4 		$121K Buy
14,064
+94
+0.7% +$783 ﹤0.01% 1893
2023
Q3 		$115K Hold
13,970
– – ﹤0.01% 1835
2023
Q2 		$122K Sell
13,970
-693
-5% -$6.09K ﹤0.01% 1807
2023
Q1 		$129K Hold
14,663
– – ﹤0.01% 1799
2022
Q4 		$126K Sell
14,663
-30,417
-67% -$260K ﹤0.01% 1787
2022
Q3 		$381K Buy
45,080
+1,310
+3% +$11.8K ﹤0.01% 1278
2022
Q2 		$391K Sell
43,770
-3,854
-8% -$34.9K ﹤0.01% 1281
2022
Q1 		$456K Buy
47,624
+28,026
+143% +$275K ﹤0.01% 1278
2021
Q4 		$203K Sell
19,598
-24,336
-55% -$264K ﹤0.01% 1654
2021
Q3 		$497K Buy
43,934
+21,050
+92% +$244K ﹤0.01% 1166
2021
Q2 		$264K Buy
22,884
+6,244
+38% +$71K ﹤0.01% 1442
2021
Q1 		$185K Buy
16,640
+31
+0.2% +$346 ﹤0.01% 1498
2020
Q4 		$184K Buy
16,609
+1,542
+10% +$16.9K ﹤0.01% 1252
2020
Q3 		$161K Buy
+15,067
New +$159K ﹤0.01% 1142
2020
Q2 		– Sell
-18,580
Closed -$181K – 1124
2020
Q1 		$181K Sell
18,580
-790
-4% -$8.3K ﹤0.01% 955
2019
Q4 		$207K Hold
19,370
– – ﹤0.01% 1073
2019
Q3 		$203K Sell
19,370
-17,649
-48% -$183K ﹤0.01% 1030
2019
Q2 		$377K Buy
+37,019
New +$370K 0.01% 787

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mercer Global Advisors's NUV Position: Q2 2026 in Review

Mercer Global Advisors reduced its Nuveen Municipal Value Fund (NUV) stake by 1.3% in Q2 2026, selling an estimated $87K and leaving 731,241 shares worth $6.74M. The position accounts for 0.01% of the portfolio, ranked #741.

Mercer Global Advisors first reported a position in NUV in Q2 2019 and has held it in 22 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Mercer Global Advisors held 731,241 shares of Nuveen Municipal Value Fund worth $6.74M as of Q2 2026.
  • Mercer Global Advisors sold 9,527 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $87K.
  • Nuveen Municipal Value Fund made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #741 holding.
  • Mercer Global Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2019 and has held it in 22 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.