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Redwood Family Wealth’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Redwood Family Wealth’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Hold
12,300
– – 0.16% 102
2026
Q1 		$176K Sell
12,300
-2,700
-18% -$38.8K 0.17% 97
2025
Q4 		$215K Buy
+15,000
New +$214K 0.21% 92

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Redwood Family Wealth's NUW Position: Q2 2026 in Review

Redwood Family Wealth held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 12,300 shares worth $177K. The position accounts for 0.16% of the portfolio, ranked #102.

Redwood Family Wealth first reported a position in NUW in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

  • Redwood Family Wealth held 12,300 shares of Nuveen AMT-Free Municipal Value Fund worth $177K as of Q2 2026.
  • Redwood Family Wealth left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Value Fund made up 0.16% of Redwood Family Wealth's portfolio in Q2 2026, its #102 holding.
  • Redwood Family Wealth first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's Nuveen AMT-Free Municipal Value Fund position peaked at $215K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.