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Orca Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Orca Wealth Management’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-153,108
Closed -$1.38M – 85
2026
Q1 		$1.38M Buy
153,108
+123,632
+419% +$1.13M 0.98% 36
2025
Q4 		$271K Buy
29,476
+3,058
+12% +$27.6K 0.19% 63
2025
Q3 		$237K Buy
26,418
+6,152
+30% +$53.6K 0.18% 66
2025
Q2 		$176K Buy
20,266
+191
+1% +$1.64K 0.15% 64
2025
Q1 		$176K Buy
20,075
+78
+0.4% +$683 0.16% 64
2024
Q4 		$172K Buy
+19,997
New +$178K 0.15% 63

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Orca Wealth Management's NUV Position: Q2 2026 in Review

Orca Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q2 2026, closing a stake of 153,108 shares — an estimated $1.38M sold.

Orca Wealth Management first reported a position in NUV in Q4 2024 and held it in 6 quarters. The position peaked at $1.38M in Q1 2026. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

  • Orca Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
  • Orca Wealth Management sold 153,108 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $1.38M.
  • Orca Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2024 and held it in 6 quarters.
  • Orca Wealth Management's Nuveen Municipal Value Fund position peaked at $1.38M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.