Nuveen’s Hennessy Advisors HNNA Stock Holding History

Nuveen’s Portfolio HNNA Stock Details HNNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.42K	Buy	+240	New	+$2.42K	﹤0.01%	4818

Other funds holding HNNA

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Next Level Wealth Planning Meridian, Idaho $245M AUM 20.19% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Nuveen's HNNA Position: Q3 2026 in Review

Nuveen opened a new position in Hennessy Advisors (HNNA) in Q3 2026: 240 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #4818 among its holdings.

12 funds tracked by Wall St. Rank hold HNNA as of Q3 2026.

Nuveen held 240 shares of Hennessy Advisors worth $2.42K as of Q3 2026.
Hennessy Advisors was a new Nuveen position in Q3 2026.
Hennessy Advisors made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4818 holding.
12 funds tracked by Wall St. Rank held Hennessy Advisors as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.