Morgan Stanley
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Morgan Stanley’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Morgan Stanley’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.9M Buy
5,998,111
+860,640
+17% +$10.2M ﹤0.01% 1769
2025
Q4 		$60.7M Buy
5,137,471
+1,376,202
+37% +$16.3M ﹤0.01% 1905
2025
Q3 		$43.3M Buy
3,761,269
+354,595
+10% +$3.98M ﹤0.01% 2133
2025
Q2 		$38.1M Buy
3,406,674
+133,612
+4% +$1.46M ﹤0.01% 2177
2025
Q1 		$36.8M Buy
3,273,062
+230,430
+8% +$2.62M ﹤0.01% 2097
2024
Q4 		$34.4M Buy
3,042,632
+399,998
+15% +$4.62M ﹤0.01% 2199
2024
Q3 		$31.4M Buy
2,642,634
+316,181
+14% +$3.71M ﹤0.01% 2317
2024
Q2 		$26.8M Sell
2,326,453
-72,177
-3% -$797K ﹤0.01% 2354
2024
Q1 		$26.4M Sell
2,398,630
-2,196,712
-48% -$24.2M ﹤0.01% 2390
2023
Q4 		$51M Buy
4,595,342
+1,805,397
+65% +$18.4M ﹤0.01% 2429
2023
Q3 		$26.9M Sell
2,789,945
-203,197
-7% -$2.13M ﹤0.01% 2149
2023
Q2 		$32.7M Buy
2,993,142
+158,205
+6% +$1.71M ﹤0.01% 1974
2023
Q1 		$31.2M Buy
2,834,937
+167,516
+6% +$1.86M ﹤0.01% 1965
2022
Q4 		$29.5M Sell
2,667,421
-348,359
-12% -$3.78M ﹤0.01% 1966
2022
Q3 		$33.1M Buy
3,015,780
+29,682
+1% +$361K ﹤0.01% 1676
2022
Q2 		$36.8M Buy
2,986,098
+210,088
+8% +$2.55M ﹤0.01% 1638
2022
Q1 		$36.4M Buy
2,776,010
+26,078
+0.9% +$365K ﹤0.01% 1531
2021
Q4 		$43M Buy
2,749,932
+158,698
+6% +$2.45M 0.01% 1458
2021
Q3 		$40.7M Buy
2,591,234
+19,848
+0.8% +$316K 0.01% 1438
2021
Q2 		$40.8M Sell
2,571,386
-492
-0% -$7.56K 0.01% 1476
2021
Q1 		$38.2M Sell
2,571,878
-77,334
-3% -$1.15M 0.01% 1379
2020
Q4 		$40.2M Buy
2,649,212
+37,731
+1% +$560K 0.01% 1248
2020
Q3 		$38M Buy
2,611,481
+48,496
+2% +$711K 0.01% 1050
2020
Q2 		$36.6M Buy
2,562,985
+612,440
+31% +$8.53M 0.01% 1023
2020
Q1 		$26.7M Buy
1,950,545
+181,812
+10% +$2.67M 0.01% 1088
2019
Q4 		$26.3M Buy
1,768,733
+61,096
+4% +$908K 0.01% 1418
2019
Q3 		$25.6M Buy
1,707,637
+35,912
+2% +$534K 0.01% 1304
2019
Q2 		$24.2M Buy
1,671,725
+119,241
+8% +$1.68M 0.01% 1342
2019
Q1 		$21.4M Buy
1,552,484
+8,342
+0.5% +$111K 0.01% 1389
2018
Q4 		$19.7M Sell
1,544,142
-5,261
-0.3% -$66K 0.01% 1475
2018
Q3 		$20.1M Buy
1,549,403
+73,798
+5% +$986K 0.01% 1683
2018
Q2 		$19.7M Buy
1,475,605
+102,058
+7% +$1.36M 0.01% 1656
2018
Q1 		$18.4M Buy
1,373,547
+17,690
+1% +$243K 0.01% 1746
2017
Q4 		$19.4M Buy
1,355,857
+169,064
+14% +$2.47M 0.01% 1693
2017
Q3 		$17.7M Buy
1,186,793
+101,660
+9% +$1.55M 0.01% 1695
2017
Q2 		$16.3M Sell
1,085,133
-93,154
-8% -$1.38M ﹤0.01% 1699
2017
Q1 		$17M Sell
1,178,287
-79,544
-6% -$1.14M 0.01% 1698
2016
Q4 		$17.8M Buy
1,257,831
+320,610
+34% +$4.7M 0.01% 1650
2016
Q3 		$15.4M Buy
937,221
+99,195
+12% +$1.66M 0.01% 1650
2016
Q2 		$14.2M Buy
838,026
+12,689
+2% +$208K 0.01% 1692
2016
Q1 		$13.3M Buy
825,337
+51,982
+7% +$821K 0.01% 1641
2015
Q4 		$12M Buy
773,355
+159,220
+26% +$2.41M ﹤0.01% 1811
2015
Q3 		$9.18M Sell
614,135
-52,948
-8% -$772K ﹤0.01% 2034
2015
Q2 		$9.59M Buy
667,083
+187,164
+39% +$2.82M ﹤0.01% 2154
2015
Q1 		$7.34M Buy
479,919
+42,768
+10% +$656K ﹤0.01% 2387
2014
Q4 		$6.58M Buy
437,151
+51,455
+13% +$757K ﹤0.01% 2460
2014
Q3 		$5.5M Buy
385,696
+19,487
+5% +$274K ﹤0.01% 2564
2014
Q2 		$5.12M Buy
366,209
+286,982
+362% +$4.04M ﹤0.01% 2651
2014
Q1 		$1.1M Sell
79,227
-8,697
-10% -$118K ﹤0.01% 3907
2013
Q4 		$1.13M Buy
87,924
+25,105
+40% +$318K ﹤0.01% 3845
2013
Q3 		$803K Sell
62,819
-23,893
-28% -$301K ﹤0.01% 3977
2013
Q2 		$1.19M Buy
+86,712
New +$1.28M ﹤0.01% 3586

Other funds holding NAC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley's NAC Position: Q1 2026 in Review

Morgan Stanley increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 17% in Q1 2026, buying an estimated $10.2M and bringing the position to 5,998,111 shares worth $69.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Morgan Stanley first reported a position in NAC in Q2 2013 and has held it in 52 quarters since. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Morgan Stanley held 5,998,111 shares of Nuveen California Quality Municipal Income Fund worth $69.9M as of Q1 2026.
  • Morgan Stanley bought 860,640 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $10.2M.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1769 holding.
  • Morgan Stanley first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2013 and has held it in 52 quarters since.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.