NewEdge Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

NewEdge 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
2026 Q2	$63K	Sell	5,073 -894	-15%	-$11.9K	﹤0.01%	3064
2026 Q1	$75.9K	Sell	5,967 -106	-2%	-$1.42K	﹤0.01%	2829
2025 Q4	$81K	Buy	6,073 +1,443	+31%	+$20.5K	﹤0.01%	2824
2025 Q3	$63.9K	Buy	4,630 +119	+3%	+$1.9K	﹤0.01%	2760
2025 Q2	$73K	Buy	4,511 +1,118	+33%	+$17.7K	﹤0.01%	2543
2025 Q1	$57.6K	Buy	3,393 +93	+3%	+$1.6K	﹤0.01%	2505
2024 Q4	$55.4K	Buy	3,300 +2,877	+680%	+$49.3K	﹤0.01%	2490
2024 Q3	$7.37K	Buy	+423	New	+$7.4K	﹤0.01%	3035

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

OWA

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

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Advisors's NCDL Position: Q2 2026 in Review

NewEdge Advisors reduced its Nuveen Churchill Direct Lending (NCDL) stake by 15% in Q2 2026, selling an estimated $11.9K and leaving 5,073 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

NewEdge Advisors first reported a position in NCDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $81K in Q4 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

NewEdge Advisors held 5,073 shares of Nuveen Churchill Direct Lending worth $63K as of Q2 2026.
NewEdge Advisors sold 894 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $11.9K.
Nuveen Churchill Direct Lending made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3064 holding.
NewEdge Advisors first reported a position in Nuveen Churchill Direct Lending in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Nuveen Churchill Direct Lending position peaked at $81K in Q4 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.