Opal Wealth Advisors
NCDL icon

Opal Wealth Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Opal Wealth Advisors’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
2026
Q3 		$7.27M Buy
646,793
+12,522
+2% +$155K 1.52% 10
2026
Q2 		$7.88M Buy
634,271
+9,056
+1% +$121K 1.7% 9
2026
Q1 		$7.95M Buy
625,215
+73,241
+13% +$983K 1.8% 9
2025
Q4 		$7.36M Buy
551,974
+26,454
+5% +$376K 1.92% 8
2025
Q3 		$7.25M Buy
525,520
+26,865
+5% +$430K 2.02% 8
2025
Q2 		$8.07M Buy
498,655
+157,763
+46% +$2.5M 2.24% 8
2025
Q1 		$5.79M Sell
340,892
-59,339
-15% -$1.02M 1.78% 8
2024
Q4 		$6.72M Buy
400,231
+205,593
+106% +$3.52M 2.02% 12
2024
Q3 		$3.39M Buy
194,638
+126,131
+184% +$2.21M 1.06% 15
2024
Q2 		$1.19M Buy
+68,507
New +$1.21M 0.38% 35

Other funds holding NCDL

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Opal Wealth Advisors's NCDL Position: Q3 2026 in Review

Opal Wealth Advisors increased its Nuveen Churchill Direct Lending (NCDL) stake by 2% in Q3 2026, buying an estimated $155K and bringing the position to 646,793 shares worth $7.27M. The position accounts for 1.52% of the portfolio, ranked #10.

Opal Wealth Advisors first reported a position in NCDL in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.07M in Q2 2025. 31 funds tracked by Wall St. Rank hold NCDL as of Q3 2026.

  • Opal Wealth Advisors held 646,793 shares of Nuveen Churchill Direct Lending worth $7.27M as of Q3 2026.
  • Opal Wealth Advisors bought 12,522 Nuveen Churchill Direct Lending shares in Q3 2026, an estimated $155K.
  • Nuveen Churchill Direct Lending made up 1.52% of Opal Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Opal Wealth Advisors first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Nuveen Churchill Direct Lending position peaked at $8.07M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.