Sanctuary Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Sanctuary Advisors’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	$1.14M	Buy	79,588 +4,893	+7%	+$69.4K	0.01%	1354
2026 Q1	$1.07M	Hold	74,695	–	–	0.01%	1290
2025 Q4	$1.07M	Buy	74,695 +837	+1%	+$12K	0.01%	1280
2025 Q3	$1.05M	Buy	73,858 +5,291	+8%	+$72.9K	0.01%	1254
2025 Q2	$938K	Buy	68,567 +4,799	+8%	+$65.2K	0.01%	1255
2025 Q1	$876K	Sell	63,768 -364	-0.6%	-$5.02K	0.01%	1200
2024 Q4	$881K	Buy	64,132 +4,992	+8%	+$69.5K	0.01%	1328
2024 Q3	$818K	Buy	59,140 +1,468	+3%	+$20.5K	0.01%	1376
2024 Q2	$779K	Buy	+57,672	New	+$780K	0.01%	1346

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Sanctuary Advisors's NUW Position: Q2 2026 in Review

Sanctuary Advisors increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 6.6% in Q2 2026, buying an estimated $69.4K and bringing the position to 79,588 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1354.

Sanctuary Advisors first reported a position in NUW in Q2 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Sanctuary Advisors held 79,588 shares of Nuveen AMT-Free Municipal Value Fund worth $1.14M as of Q2 2026.
Sanctuary Advisors bought 4,893 Nuveen AMT-Free Municipal Value Fund shares in Q2 2026, an estimated $69.4K.
Nuveen AMT-Free Municipal Value Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1354 holding.
Sanctuary Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2024 and has held it in 9 quarters since.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.