Mount Yale Investment Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-16,376	Closed	-$265K	–	1262
2025 Q2	$265K	Sell	16,376 -20,990	-56%	-$332K	0.02%	491
2025 Q1	$634K	Sell	37,366 -1,364	-4%	-$23.4K	0.05%	279
2024 Q4	$650K	Sell	38,730 -432	-1%	-$7.41K	0.05%	297
2024 Q3	$682K	Buy	39,162 +24,372	+165%	+$426K	0.07%	275
2024 Q2	$257K	Buy	+14,790	New	+$260K	0.02%	474

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's NCDL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Nuveen Churchill Direct Lending (NCDL) in Q3 2025, closing a stake of 16,376 shares — an estimated $265K sold.

Mount Yale Investment Advisors first reported a position in NCDL in Q2 2024 and held it in 5 quarters. The position peaked at $682K in Q3 2024. 78 funds tracked by Wall St. Rank hold NCDL as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Nuveen Churchill Direct Lending position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 16,376 Nuveen Churchill Direct Lending shares in Q3 2025, an estimated $265K.
Mount Yale Investment Advisors first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's Nuveen Churchill Direct Lending position peaked at $682K in Q3 2024.
78 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.