Morgan Stanley
NKX icon

Morgan Stanley’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Morgan Stanley’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.6M Buy
3,318,107
+74,365
+2% +$920K ﹤0.01% 2422
2026
Q1 		$38.6M Buy
3,243,742
+327,733
+11% +$4.17M ﹤0.01% 2354
2025
Q4 		$36.3M Buy
2,916,009
+52,284
+2% +$663K ﹤0.01% 2397
2025
Q3 		$36.3M Buy
2,863,725
+167,744
+6% +$2M ﹤0.01% 2303
2025
Q2 		$31.7M Buy
2,695,981
+257,912
+11% +$3.07M ﹤0.01% 2353
2025
Q1 		$30.7M Buy
2,438,069
+75,666
+3% +$963K ﹤0.01% 2268
2024
Q4 		$29.9M Buy
2,362,403
+135,777
+6% +$1.78M ﹤0.01% 2339
2024
Q3 		$30.3M Buy
2,226,626
+143,138
+7% +$1.89M ﹤0.01% 2368
2024
Q2 		$26.1M Sell
2,083,488
-9,124
-0.4% -$109K ﹤0.01% 2382
2024
Q1 		$25.4M Sell
2,092,612
-1,915,960
-48% -$22.2M ﹤0.01% 2430
2023
Q4 		$46.3M Buy
4,008,572
+2,124,238
+113% +$23M ﹤0.01% 2539
2023
Q3 		$19.3M Buy
1,884,334
+138,688
+8% +$1.54M ﹤0.01% 2494
2023
Q2 		$20.1M Buy
1,745,646
+49,321
+3% +$560K ﹤0.01% 2463
2023
Q1 		$19.7M Buy
1,696,325
+89,469
+6% +$1.08M ﹤0.01% 2443
2022
Q4 		$19.8M Buy
1,606,856
+115,421
+8% +$1.34M ﹤0.01% 2352
2022
Q3 		$17.6M Buy
1,491,435
+217,185
+17% +$2.89M ﹤0.01% 2330
2022
Q2 		$16.4M Buy
1,274,250
+159,257
+14% +$2.08M ﹤0.01% 2500
2022
Q1 		$15.1M Buy
1,114,993
+56,007
+5% +$805K ﹤0.01% 2432
2021
Q4 		$16.8M Buy
1,058,986
+59,765
+6% +$966K ﹤0.01% 2343
2021
Q3 		$16.4M Buy
999,221
+30,628
+3% +$504K ﹤0.01% 2306
2021
Q2 		$15.8M Buy
968,593
+84,040
+10% +$1.33M ﹤0.01% 2431
2021
Q1 		$13.7M Buy
884,553
+35,286
+4% +$543K ﹤0.01% 2321
2020
Q4 		$13.4M Buy
849,267
+53,520
+7% +$824K ﹤0.01% 2212
2020
Q3 		$12.2M Buy
795,747
+21,861
+3% +$336K ﹤0.01% 1868
2020
Q2 		$11.6M Buy
773,886
+206,314
+36% +$2.97M ﹤0.01% 1846
2020
Q1 		$8.04M Buy
567,572
+58,517
+11% +$886K ﹤0.01% 1975
2019
Q4 		$7.74M Buy
509,055
+59,133
+13% +$895K ﹤0.01% 2699
2019
Q3 		$6.8M Buy
449,922
+41,754
+10% +$631K ﹤0.01% 2540
2019
Q2 		$5.96M Buy
408,168
+3,645
+0.9% +$51.8K ﹤0.01% 2736
2019
Q1 		$5.63M Buy
404,523
+21,554
+6% +$289K ﹤0.01% 2597
2018
Q4 		$4.86M Buy
382,969
+45,551
+13% +$576K ﹤0.01% 2939
2018
Q3 		$4.34M Buy
337,418
+7,572
+2% +$102K ﹤0.01% 3329
2018
Q2 		$4.48M Buy
329,846
+33,164
+11% +$448K ﹤0.01% 3263
2018
Q1 		$4.02M Sell
296,682
-89,643
-23% -$1.28M ﹤0.01% 3267
2017
Q4 		$5.94M Buy
386,325
+69,679
+22% +$1.08M ﹤0.01% 2923
2017
Q3 		$4.99M Sell
316,646
-3,866
-1% -$61.2K ﹤0.01% 2958
2017
Q2 		$4.99M Buy
320,512
+63,784
+25% +$968K ﹤0.01% 2848
2017
Q1 		$3.78M Sell
256,728
-8,349
-3% -$122K ﹤0.01% 3161
2016
Q4 		$3.79M Sell
265,077
-23,907
-8% -$354K ﹤0.01% 3289
2016
Q3 		$4.8M Buy
288,984
+18,523
+7% +$316K ﹤0.01% 2695
2016
Q2 		$4.61M Buy
270,461
+15,421
+6% +$252K ﹤0.01% 2687
2016
Q1 		$4.08M Buy
255,040
+25,198
+11% +$395K ﹤0.01% 2717
2015
Q4 		$3.53M Buy
229,842
+54,620
+31% +$816K ﹤0.01% 2997
2015
Q3 		$2.57M Sell
175,222
-73,901
-30% -$1.07M ﹤0.01% 3266
2015
Q2 		$3.53M Sell
249,123
-1,271
-0.5% -$18.6K ﹤0.01% 3111
2015
Q1 		$3.74M Buy
250,394
+11,590
+5% +$172K ﹤0.01% 3026
2014
Q4 		$3.52M Buy
238,804
+136,935
+134% +$1.94M ﹤0.01% 3055
2014
Q3 		$1.42M Sell
101,869
-1,141
-1% -$15.7K ﹤0.01% 3732
2014
Q2 		$1.41M Buy
103,010
+41,848
+68% +$568K ﹤0.01% 3766
2014
Q1 		$814K Sell
61,162
-590
-1% -$7.6K ﹤0.01% 4168
2013
Q4 		$752K Sell
61,752
-3,323
-5% -$40.6K ﹤0.01% 4151
2013
Q3 		$803K Buy
65,075
+1,213
+2% +$14.9K ﹤0.01% 3978
2013
Q2 		$861K Buy
+63,862
New +$898K ﹤0.01% 3844

Other funds holding NKX

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's NKX Position: Q2 2026 in Review

Morgan Stanley increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 2.3% in Q2 2026, buying an estimated $920K and bringing the position to 3,318,107 shares worth $41.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Morgan Stanley first reported a position in NKX in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.3M in Q4 2023. 72 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Morgan Stanley held 3,318,107 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $41.6M as of Q2 2026.
  • Morgan Stanley bought 74,365 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $920K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2422 holding.
  • Morgan Stanley first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $46.3M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.