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Savant Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Savant Capital’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Buy
367,968
+184,634
+101% +$2.18M 0.01% 431
2026
Q1 		$2.11M Hold
183,334
– – 0.01% 414
2025
Q4 		$2.2M Sell
183,334
-1,594
-0.9% -$19.1K 0.01% 389
2025
Q3 		$2.16M Buy
184,928
+4,213
+2% +$47.9K 0.01% 382
2025
Q2 		$2.04M Sell
180,715
-103
-0.1% -$1.16K 0.01% 360
2025
Q1 		$2.08M Sell
180,818
-1,028
-0.6% -$12.1K 0.02% 326
2024
Q4 		$2.12M Buy
181,846
+103
+0.1% +$1.24K 0.02% 426
2024
Q3 		$2.25M Hold
181,743
– – 0.02% 402
2024
Q2 		$2.13M Sell
181,743
-5,954
-3% -$67.1K 0.02% 356
2024
Q1 		$2.15M Hold
187,697
– – 0.02% 334
2023
Q4 		$2.15M Hold
187,697
– – 0.03% 278
2023
Q3 		$1.9M Hold
187,697
– – 0.03% 277
2023
Q2 		$2.12M Buy
187,697
+1,028
+0.6% +$11.6K 0.03% 250
2023
Q1 		$2.15M Buy
186,669
+5,729
+3% +$66.3K 0.04% 202
2022
Q4 		$2.14M Hold
180,940
– – 0.05% 156
2022
Q3 		$1.99M Hold
180,940
– – 0.06% 156
2022
Q2 		$2.26M Hold
180,940
– – 0.07% 138
2022
Q1 		$2.42M Sell
180,940
-13,000
-7% -$187K 0.08% 132
2021
Q4 		$3.12M Hold
193,940
– – 0.1% 114
2021
Q3 		$3.03M Buy
193,940
+500
+0.3% +$8.1K 0.11% 105
2021
Q2 		$3.1M Buy
193,440
+7,500
+4% +$117K 0.13% 93
2021
Q1 		$2.81M Buy
185,940
+500
+0.3% +$7.54K 0.15% 91
2020
Q4 		$2.85M Buy
185,440
+4,500
+2% +$66.5K 0.17% 87
2020
Q3 		$2.63M Hold
180,940
– – 0.18% 84
2020
Q2 		$2.54M Hold
180,940
– – 0.19% 88
2020
Q1 		$2.49M Buy
+180,940
New +$2.61M 0.24% 76

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Savant Capital's NAD Position: Q2 2026 in Review

Savant Capital increased its Nuveen Quality Municipal Income Fund (NAD) stake by 101% in Q2 2026, buying an estimated $2.18M and bringing the position to 367,968 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #431.

Savant Capital first reported a position in NAD in Q1 2020 and has held it in 26 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Savant Capital held 367,968 shares of Nuveen Quality Municipal Income Fund worth $4.35M as of Q2 2026.
  • Savant Capital bought 184,634 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $2.18M.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Savant Capital's portfolio in Q2 2026, its #431 holding.
  • Savant Capital first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and has held it in 26 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.