Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,500
Closed -$23.4K – 4335
2026
Q1 		$23.4K Buy
+2,500
New +$23.4K ﹤0.01% 2745
2024
Q3 		– Sell
-7,219
Closed -$62.6K – 3763
2024
Q2 		$62.6K Buy
+7,219
New +$62.9K ﹤0.01% 2004
2023
Q3 		– Sell
-2,700
Closed -$23.1K – 3453
2023
Q2 		$23.1K Hold
2,700
– – ﹤0.01% 2266
2023
Q1 		$23.8K Hold
2,700
– – ﹤0.01% 2207
2022
Q4 		$22.8K Hold
2,700
– – ﹤0.01% 2204
2022
Q3 		$22K Hold
2,700
– – ﹤0.01% 2185
2022
Q2 		$24K Hold
2,700
– – ﹤0.01% 2173
2022
Q1 		$25K Sell
2,700
-2,017
-43% -$19.4K ﹤0.01% 2220
2021
Q4 		$47K Buy
4,717
+2,017
+75% +$20.6K ﹤0.01% 2004
2021
Q3 		$28K Hold
2,700
– – ﹤0.01% 2093
2021
Q2 		$29K Sell
2,700
-490
-15% -$5.11K ﹤0.01% 2047
2021
Q1 		$33K Buy
3,190
+490
+18% +$5.13K ﹤0.01% 1873
2020
Q4 		$29K Hold
2,700
– – ﹤0.01% 1828
2020
Q3 		$29K Hold
2,700
– – ﹤0.01% 1679
2020
Q2 		$28K Hold
2,700
– – ﹤0.01% 1623
2020
Q1 		$27K Buy
+2,700
New +$28.2K ﹤0.01% 1600
2019
Q3 		– Sell
-714
Closed -$7K – 2617
2019
Q2 		$7K Hold
714
– – ﹤0.01% 2051
2019
Q1 		$7K Hold
714
– – ﹤0.01% 2053
2018
Q4 		$6K Hold
714
– – ﹤0.01% 1994
2018
Q3 		$7K Hold
714
– – ﹤0.01% 2033
2018
Q2 		$7K Hold
714
– – ﹤0.01% 1935
2018
Q1 		$7K Buy
+714
New +$6.92K ﹤0.01% 1837

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's NCA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2026, closing a stake of 2,500 shares — an estimated $23.4K sold.

Northwestern Mutual Wealth Management first reported a position in NCA in Q1 2018 and held it in 22 quarters. The position peaked at $62.6K in Q2 2024. 59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,500 Nuveen California Municipal Value Fund shares in Q2 2026, an estimated $23.4K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q1 2018 and held it in 22 quarters.
  • Northwestern Mutual Wealth Management's Nuveen California Municipal Value Fund position peaked at $62.6K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.