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

NewEdge Wealth’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 		$438K Sell
35,232
-54,544
-61% -$727K ﹤0.01% 897
2026
Q1 		$1.14M Buy
89,776
+59,777
+199% +$802K 0.01% 585
2025
Q4 		$400K Buy
+29,999
New +$426K ﹤0.01% 920

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NewEdge Wealth's NCDL Position: Q2 2026 in Review

NewEdge Wealth reduced its Nuveen Churchill Direct Lending (NCDL) stake by 61% in Q2 2026, selling an estimated $727K and leaving 35,232 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

NewEdge Wealth first reported a position in NCDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • NewEdge Wealth held 35,232 shares of Nuveen Churchill Direct Lending worth $438K as of Q2 2026.
  • NewEdge Wealth sold 54,544 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $727K.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #897 holding.
  • NewEdge Wealth first reported a position in Nuveen Churchill Direct Lending in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Nuveen Churchill Direct Lending position peaked at $1.14M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.