NewEdge Wealth’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

NewEdge Wealth’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$524K	Buy	47,000 +20,000	+74%	+$228K	0.01%	800
2025 Q4	$304K	Hold	27,000	–	–	﹤0.01%	1019
2025 Q3	$313K	Hold	27,000	–	–	﹤0.01%	865
2025 Q2	$301K	Buy	27,000 +17,000	+170%	+$191K	﹤0.01%	831
2025 Q1	$114K	Hold	10,000	–	–	﹤0.01%	913
2024 Q4	$114K	Buy	+10,000	New	+$115K	﹤0.01%	905

Other funds holding NAN

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

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth's NAN Position: Q1 2026 in Review

NewEdge Wealth increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 74% in Q1 2026, buying an estimated $228K and bringing the position to 47,000 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #800.

NewEdge Wealth first reported a position in NAN in Q4 2024 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

NewEdge Wealth held 47,000 shares of Nuveen New York Quality Municipal Income Fund worth $524K as of Q1 2026.
NewEdge Wealth bought 20,000 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $228K.
Nuveen New York Quality Municipal Income Fund made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #800 holding.
NewEdge Wealth first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

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