ORG Wealth Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

ORG Wealth Partners’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	$245K	Buy	26,566 +7,237	+37%	+$66.1K	0.04%	229
2026 Q1	$174K	Hold	19,329	–	–	0.03%	245
2025 Q4	$175K	Buy	19,329 +4,556	+31%	+$41.2K	0.04%	219
2025 Q3	$133K	Hold	14,773	–	–	0.03%	249
2025 Q2	$129K	Sell	14,773 -5,149	-26%	-$44.3K	0.03%	212
2025 Q1	$175K	Buy	19,922 +17,447	+705%	+$153K	0.05%	199
2024 Q4	$21.3K	Hold	2,475	–	–	0.01%	333
2024 Q3	$22.3K	Buy	+2,475	New	+$21.8K	0.01%	325

Other funds holding NUV

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

ORG Wealth Partners increased its Nuveen Municipal Value Fund (NUV) stake by 37% in Q2 2026, buying an estimated $66.1K and bringing the position to 26,566 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #229.

ORG Wealth Partners first reported a position in NUV in Q3 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

ORG Wealth Partners held 26,566 shares of Nuveen Municipal Value Fund worth $245K as of Q2 2026.
ORG Wealth Partners bought 7,237 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $66.1K.
Nuveen Municipal Value Fund made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #229 holding.
ORG Wealth Partners first reported a position in Nuveen Municipal Value Fund in Q3 2024 and has held it in 8 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

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