NW
NAC icon

NewEdge Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

NewEdge Wealth’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$450K Hold
38,600
– – 0.01% 846
2025
Q4 		$456K Hold
38,600
– – 0.01% 879
2025
Q3 		$461K Buy
38,600
+11,500
+42% +$129K 0.01% 765
2025
Q2 		$305K Hold
27,100
– – ﹤0.01% 829
2025
Q1 		$305K Hold
27,100
– – 0.01% 771
2024
Q4 		$306K Buy
27,100
+9,600
+55% +$111K 0.01% 761
2024
Q3 		$208K Buy
+17,500
New +$205K ﹤0.01% 834
2023
Q1 		– Sell
-16,638
Closed -$184K – 636
2022
Q4 		$184K Buy
16,638
+2,836
+21% +$30.8K 0.01% 521
2022
Q3 		$151K Buy
+13,802
New +$168K 0.01% 500

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AAM
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Rockefeller Capital Management
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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
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return