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

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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. 68 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.
68 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.