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NewEdge Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

NewEdge Advisors’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.6K Hold
3,600
– – ﹤0.01% 2931
2025
Q4 		$51.5K Sell
3,600
-928
-20% -$13.3K ﹤0.01% 2953
2025
Q3 		$64.2K Sell
4,528
-2,106
-32% -$29K ﹤0.01% 2757
2025
Q2 		$90.8K Buy
6,634
+70
+1% +$951 ﹤0.01% 2452
2025
Q1 		$90.2K Buy
6,564
+45
+0.7% +$621 ﹤0.01% 2327
2024
Q4 		$88.5K Buy
6,519
+88
+1% +$1.23K ﹤0.01% 2316
2024
Q3 		$91.5K Buy
6,431
+58
+0.9% +$811 ﹤0.01% 2223
2024
Q2 		$88.5K Buy
6,373
+60
+1% +$812 ﹤0.01% 2161
2024
Q1 		$85.2K Buy
6,313
+38
+0.6% +$521 ﹤0.01% 2115
2023
Q4 		$85.5K Buy
6,275
+80
+1% +$1.05K ﹤0.01% 2007
2023
Q3 		$83K Sell
6,195
-35
-0.6% -$474 ﹤0.01% 1907
2023
Q2 		$85.5K Buy
6,230
+53
+0.9% +$730 ﹤0.01% 1905
2023
Q1 		$85.1K Hold
6,177
– – ﹤0.01% 1801
2022
Q4 		$84 Buy
+6,177
New +$82.9K ﹤0.01% 3396

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's NUW Position: Q1 2026 in Review

NewEdge Advisors held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q1 2026 at 3,600 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

NewEdge Advisors first reported a position in NUW in Q4 2022 and has held it in 14 quarters since. The position peaked at $91.5K in Q3 2024. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • NewEdge Advisors held 3,600 shares of Nuveen AMT-Free Municipal Value Fund worth $51.6K as of Q1 2026.
  • NewEdge Advisors left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q1 2026.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2931 holding.
  • NewEdge Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $91.5K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.