SHP Wealth Management
NMT icon

SHP Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

SHP Wealth Management’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.7K Hold
2,516
– – ﹤0.01% 646
2026
Q1 		$31K Hold
2,516
– – ﹤0.01% 607
2025
Q4 		$28.5K Buy
+2,516
New +$29K ﹤0.01% 605

Other funds holding NMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Stablepoint Partners
Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

SHP Wealth Management's NMT Position: Q2 2026 in Review

SHP Wealth Management held its Nuveen Massachusetts Quality Municipal Income Fund (NMT) position steady in Q2 2026 at 2,516 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

SHP Wealth Management first reported a position in NMT in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold NMT as of Q2 2026.

  • SHP Wealth Management held 2,516 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $32.7K as of Q2 2026.
  • SHP Wealth Management left its Nuveen Massachusetts Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #646 holding.
  • SHP Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.