Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.33K Sell
581
-3,750
-87% -$53.9K ﹤0.01% 3133
2025
Q4 		$62K Hold
4,331
– – ﹤0.01% 2317
2025
Q3 		$61.4K Hold
4,331
– – ﹤0.01% 2244
2025
Q2 		$59.2K Hold
4,331
– – ﹤0.01% 2188
2025
Q1 		$59.5K Hold
4,331
– – ﹤0.01% 2120
2024
Q4 		$58.8K Hold
4,331
– – ﹤0.01% 2124
2024
Q3 		$61.6K Hold
4,331
– – ﹤0.01% 2080
2024
Q2 		$60.1K Buy
4,331
+3,331
+333% +$45.1K ﹤0.01% 2021
2024
Q1 		$13.5K Buy
1,000
+697
+230% +$9.56K ﹤0.01% 2531
2023
Q4 		$4.13K Buy
303
+4
+1% +$53 ﹤0.01% 2915
2023
Q3 		$4.01K Buy
299
+212
+244% +$2.87K ﹤0.01% 2809
2023
Q2 		$1.2K Sell
87
-537
-86% -$7.4K ﹤0.01% 3064
2023
Q1 		$8.59K Buy
624
+3
+0.5% +$42 ﹤0.01% 2557
2022
Q4 		$8.45K Buy
621
+8
+1% +$107 ﹤0.01% 2565
2022
Q3 		$8K Buy
613
+3
+0.5% +$42 ﹤0.01% 2536
2022
Q2 		$9K Buy
+610
New +$8.64K ﹤0.01% 2557
2020
Q4 		– Sell
-764
Closed -$12K – 2813
2020
Q3 		$12K Hold
764
– – ﹤0.01% 1944
2020
Q2 		$12K Sell
764
-1,300
-63% -$19.6K ﹤0.01% 1861
2020
Q1 		$32K Buy
2,064
+1,300
+170% +$20.9K ﹤0.01% 1550
2019
Q4 		$12K Hold
764
– – ﹤0.01% 1885
2019
Q3 		$13K Hold
764
– – ﹤0.01% 1856
2019
Q2 		$13K Hold
764
– – ﹤0.01% 1873
2019
Q1 		$12K Hold
764
– – ﹤0.01% 1895
2018
Q4 		$11K Hold
764
– – ﹤0.01% 1800
2018
Q3 		$11K Hold
764
– – ﹤0.01% 1902
2018
Q2 		$12K Hold
764
– – ﹤0.01% 1783
2018
Q1 		$12K Hold
764
– – ﹤0.01% 1702
2017
Q4 		$13K Hold
764
– – ﹤0.01% 1643
2017
Q3 		$13K Sell
764
-7,187
-90% -$124K ﹤0.01% 1581
2017
Q2 		$136K Sell
7,951
-2,060
-21% -$35.4K ﹤0.01% 784
2017
Q1 		$171K Sell
10,011
-22,951
-70% -$380K ﹤0.01% 687
2016
Q4 		$536K Buy
+32,962
New +$553K 0.01% 435
2016
Q3 		– Sell
-25,809
Closed -$491K – 1073
2016
Q2 		$491K Buy
25,809
+2,014
+8% +$36.7K 0.01% 405
2016
Q1 		$428K Buy
23,795
+1,709
+8% +$30.3K 0.01% 421
2015
Q4 		$394K Buy
22,086
+1,965
+10% +$33.9K 0.01% 395
2015
Q3 		$345K Buy
20,121
+1,880
+10% +$31K 0.01% 402
2015
Q2 		$295K Buy
18,241
+44
+0.2% +$745 0.01% 411
2015
Q1 		$317K Buy
18,197
+13,559
+292% +$236K 0.01% 380
2014
Q4 		$81K Buy
+4,638
New +$78.3K ﹤0.01% 562
2014
Q2 		– Sell
-1,220
Closed -$20K – 1352
2014
Q1 		$20K Buy
+1,220
New +$19.3K ﹤0.01% 760

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 87% in Q1 2026, selling an estimated $53.9K and leaving 581 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Northwestern Mutual Wealth Management first reported a position in NUW in Q1 2014 and has held it in 40 quarters since. The position peaked at $536K in Q4 2016. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • Northwestern Mutual Wealth Management held 581 shares of Nuveen AMT-Free Municipal Value Fund worth $8.33K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 3,750 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $53.9K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3133 holding.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2014 and has held it in 40 quarters since.
  • Northwestern Mutual Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $536K in Q4 2016.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

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