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Obermeyer Wealth Partners’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Obermeyer Wealth Partners’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
2025
Q4 		– Sell
-29,500
Closed -$407K – 305
2025
Q3 		$407K Buy
+29,500
New +$472K 0.02% 196

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Obermeyer Wealth Partners's NCDL Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Nuveen Churchill Direct Lending (NCDL) in Q4 2025, closing a stake of 29,500 shares — an estimated $407K sold.

Obermeyer Wealth Partners first reported a position in NCDL in Q3 2025 and held it in 1 quarter. The position peaked at $407K in Q3 2025. 85 funds tracked by Wall St. Rank hold NCDL as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining Nuveen Churchill Direct Lending position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 29,500 Nuveen Churchill Direct Lending shares in Q4 2025, an estimated $407K.
  • Obermeyer Wealth Partners first reported a position in Nuveen Churchill Direct Lending in Q3 2025 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Nuveen Churchill Direct Lending position peaked at $407K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.