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 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

HWAM

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

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Opal Wealth Advisors's NCDL Position: Q2 2026 in Review

Opal Wealth Advisors increased its Nuveen Churchill Direct Lending (NCDL) stake by 1.4% in Q2 2026, buying an estimated $121K and bringing the position to 634,271 shares worth $7.88M. The position accounts for 1.7% of the portfolio, ranked #9.

Opal Wealth Advisors first reported a position in NCDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.07M in Q2 2025. 18 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Opal Wealth Advisors held 634,271 shares of Nuveen Churchill Direct Lending worth $7.88M as of Q2 2026.
Opal Wealth Advisors bought 9,056 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $121K.
Nuveen Churchill Direct Lending made up 1.7% of Opal Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Opal Wealth Advisors first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 9 quarters since.
Opal Wealth Advisors's Nuveen Churchill Direct Lending position peaked at $8.07M in Q2 2025.
18 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.