Steward Partners Investment Advisory’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Steward Partners Investment Advisory’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 Q1	$110K	Buy	7,648 +34	+0.4%	+$488	﹤0.01%	2324
2025 Q4	$109K	Buy	7,614 +2,769	+57%	+$39.6K	﹤0.01%	2239
2025 Q3	$68.7K	Buy	4,845 +1,365	+39%	+$18.8K	﹤0.01%	2455
2025 Q2	$47.6K	Buy	3,480 +24	+0.7%	+$326	﹤0.01%	2507
2025 Q1	$47.5K	Buy	3,456 +93	+3%	+$1.28K	﹤0.01%	2411
2024 Q4	$45.7K	Buy	3,363 +29	+0.9%	+$404	﹤0.01%	2386
2024 Q3	$47.4K	Buy	3,334 +148	+5%	+$2.07K	﹤0.01%	2256
2024 Q2	$44.2K	Buy	3,186 +19	+0.6%	+$257	﹤0.01%	2161
2024 Q1	$42.8K	Sell	3,167 -1,339	-30%	-$18.4K	﹤0.01%	2191
2023 Q4	$61.4K	Buy	+4,506	New	+$59.3K	﹤0.01%	1891
2022 Q1	–	Sell	-3,633	Closed	-$60K	–	3342
2021 Q4	$60K	Hold	3,633	–	–	﹤0.01%	1819
2021 Q3	$62K	Hold	3,633	–	–	﹤0.01%	1776
2021 Q2	$63K	Sell	3,633 -5,687	-61%	-$95.8K	﹤0.01%	2861
2021 Q1	$154K	Buy	9,320 +5,687	+157%	+$94K	﹤0.01%	1415
2020 Q4	$60K	Hold	3,633	–	–	﹤0.01%	1584
2020 Q3	$58K	Sell	3,633 -1,755	-33%	-$28.1K	﹤0.01%	1438
2020 Q2	$84K	Hold	5,388	–	–	﹤0.01%	1218
2020 Q1	$84K	Hold	5,388	–	–	﹤0.01%	1061
2019 Q4	$87K	Hold	5,388	–	–	﹤0.01%	1181
2019 Q3	$89K	Hold	5,388	–	–	﹤0.01%	1134
2019 Q2	$90K	Buy	+5,388	New	+$88.8K	﹤0.01%	1101

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's NUW Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 0.45% in Q1 2026, buying an estimated $488 and bringing the position to 7,648 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Steward Partners Investment Advisory first reported a position in NUW in Q2 2019 and has held it in 21 quarters since. The position peaked at $154K in Q1 2021. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

Steward Partners Investment Advisory held 7,648 shares of Nuveen AMT-Free Municipal Value Fund worth $110K as of Q1 2026.
Steward Partners Investment Advisory bought 34 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $488.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2324 holding.
Steward Partners Investment Advisory first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2019 and has held it in 21 quarters since.
Steward Partners Investment Advisory's Nuveen AMT-Free Municipal Value Fund position peaked at $154K in Q1 2021.
66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.