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QTR Family Wealth’s Nuveen Churchill Direct Lending NCDL Stock Holding History

QTR Family Wealth’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 		$124K Sell
10,024
-15,300
-60% -$204K 0.04% 329
2026
Q1 		$355K Sell
25,324
-244
-1% -$3.27K 0.15% 164
2025
Q4 		$361K Buy
25,568
+5,232
+26% +$74.3K 0.16% 149
2025
Q3 		$281K Buy
+20,336
New +$325K 0.13% 175

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

QTR Family Wealth's NCDL Position: Q2 2026 in Review

QTR Family Wealth reduced its Nuveen Churchill Direct Lending (NCDL) stake by 60% in Q2 2026, selling an estimated $204K and leaving 10,024 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #329.

QTR Family Wealth first reported a position in NCDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $361K in Q4 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • QTR Family Wealth held 10,024 shares of Nuveen Churchill Direct Lending worth $124K as of Q2 2026.
  • QTR Family Wealth sold 15,300 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $204K.
  • Nuveen Churchill Direct Lending made up 0.04% of QTR Family Wealth's portfolio in Q2 2026, its #329 holding.
  • QTR Family Wealth first reported a position in Nuveen Churchill Direct Lending in Q3 2025 and has held it in 4 quarters since.
  • QTR Family Wealth's Nuveen Churchill Direct Lending position peaked at $361K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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