Northwestern Mutual Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.45M	Buy	290,000 +20,000	+7%	+$254K	﹤0.01%	924
2025 Q4	$3.36M	Hold	270,000	–	–	﹤0.01%	894
2025 Q3	$3.42M	Buy	+270,000	New	+$3.22M	﹤0.01%	850
2024 Q4	–	Sell	-3,000	Closed	-$40.8K	–	3795
2024 Q3	$40.8K	Hold	3,000	–	–	﹤0.01%	2231
2024 Q2	$37.5K	Hold	3,000	–	–	﹤0.01%	2185
2024 Q1	$36.5K	Buy	3,000 +2,689	+865%	+$31.1K	﹤0.01%	2196
2023 Q4	$3.59K	Buy	+311	New	+$3.36K	﹤0.01%	2955
2023 Q2	–	Sell	-11,957	Closed	-$139K	–	3515
2023 Q1	$139K	Sell	11,957 -8,043	-40%	-$97K	﹤0.01%	1572
2022 Q4	$246K	Buy	20,000 +5,127	+34%	+$59.7K	﹤0.01%	1353
2022 Q3	$176K	Buy	14,873 +1,427	+11%	+$19K	﹤0.01%	1435
2022 Q2	$173K	Buy	13,446 +7,978	+146%	+$104K	﹤0.01%	1441
2022 Q1	$75K	Buy	+5,468	New	+$78.6K	﹤0.01%	1831
2018 Q3	–	Sell	-209	Closed	-$3K	–	2578
2018 Q2	$3K	Buy	+209	New	+$2.82K	﹤0.01%	2105
2013 Q4	–	Sell	-240	Closed	-$3K	–	1507
2013 Q3	$3K	Buy	+240	New	+$2.95K	﹤0.01%	1106

Other funds holding NKX

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

HWAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's NKX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 7.4% in Q1 2026, buying an estimated $254K and bringing the position to 290,000 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Northwestern Mutual Wealth Management first reported a position in NKX in Q3 2013 and has held it in 14 quarters since. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Northwestern Mutual Wealth Management held 290,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $3.45M as of Q1 2026.
Northwestern Mutual Wealth Management bought 20,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $254K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #924 holding.
Northwestern Mutual Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2013 and has held it in 14 quarters since.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.