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Navalign LLC’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Navalign LLC’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-885
Closed -$10.3K – 352
2025
Q4 		$10.3K Buy
+885
New +$10.2K ﹤0.01% 332

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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $445B AUM 25.58% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Navalign LLC's NEA Position: Q1 2026 in Review

Navalign LLC sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 885 shares — an estimated $10.3K sold.

Navalign LLC first reported a position in NEA in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Navalign LLC reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 885 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $10.3K.
  • Navalign LLC first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $10.3K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.