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

&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	$3.06M	Sell	260,261 -5,070	-2%	-$58.2K	0.01%	796
2026 Q1	$2.98M	Buy	265,331 +2,660	+1%	+$30.9K	0.01%	734
2025 Q4	$3.05M	Buy	262,671 +139,238	+113%	+$1.6M	0.02%	674
2025 Q3	$1.41M	Buy	123,433 +89,790	+267%	+$988K	0.01%	923
2025 Q2	$367K	Buy	33,643 +4,384	+15%	+$47.5K	﹤0.01%	1516
2025 Q1	$326K	Buy	29,259 +4,566	+18%	+$52K	﹤0.01%	1367
2024 Q4	$283K	Buy	24,693 +11,972	+94%	+$139K	﹤0.01%	1366
2024 Q3	$152K	Buy	+12,721	New	+$148K	﹤0.01%	1341

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

&Partners's NEA Position: Q2 2026 in Review

&Partners reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.9% in Q2 2026, selling an estimated $58.2K and leaving 260,261 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #796.

&Partners first reported a position in NEA in Q3 2024 and has held it in 8 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

&Partners held 260,261 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $3.06M as of Q2 2026.
&Partners sold 5,070 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $58.2K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #796 holding.
&Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.