ORG Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

ORG Wealth Partners’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8K	Hold	1,515	–	–	﹤0.01%	457
2026 Q1	$17K	Hold	1,515	–	–	﹤0.01%	436
2025 Q4	$17.6K	Hold	1,515	–	–	﹤0.01%	417
2025 Q3	$17.3K	Hold	1,515	–	–	﹤0.01%	417
2025 Q2	$16.6K	Hold	1,515	–	–	﹤0.01%	448
2025 Q1	$17K	Hold	1,515	–	–	0.01%	469
2024 Q4	$17.1K	Hold	1,515	–	–	0.01%	345
2024 Q3	$18.1K	Buy	+1,515	New	+$17.6K	0.01%	338

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ORG Wealth Partners's NEA Position: Q2 2026 in Review

ORG Wealth Partners held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 1,515 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

ORG Wealth Partners first reported a position in NEA in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.1K in Q3 2024. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

ORG Wealth Partners held 1,515 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $17.8K as of Q2 2026.
ORG Wealth Partners left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #457 holding.
ORG Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $18.1K in Q3 2024.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.