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Modera Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Modera Wealth Management’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,843
Closed -$251K – 659
2025
Q4 		$251K Buy
18,843
+560
+3% +$7.95K ﹤0.01% 581
2025
Q3 		$252K Buy
18,283
+760
+4% +$12.2K ﹤0.01% 580
2025
Q2 		$284K Buy
17,523
+587
+3% +$9.29K ﹤0.01% 548
2025
Q1 		$288K Buy
16,936
+522
+3% +$8.97K ﹤0.01% 521
2024
Q4 		$275K Buy
+16,414
New +$281K ﹤0.01% 531

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Modera Wealth Management's NCDL Position: Q1 2026 in Review

Modera Wealth Management sold out of Nuveen Churchill Direct Lending (NCDL) in Q1 2026, closing a stake of 18,843 shares — an estimated $251K sold.

Modera Wealth Management first reported a position in NCDL in Q4 2024 and held it in 5 quarters. The position peaked at $288K in Q1 2025. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Modera Wealth Management reported no remaining Nuveen Churchill Direct Lending position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 18,843 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $251K.
  • Modera Wealth Management first reported a position in Nuveen Churchill Direct Lending in Q4 2024 and held it in 5 quarters.
  • Modera Wealth Management's Nuveen Churchill Direct Lending position peaked at $288K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.