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Tortoise Investment Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Tortoise Investment Management’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-230
Closed -$2.73K – 994
2025
Q3 		$2.73K Buy
230
+4
+2% +$47 ﹤0.01% 810
2025
Q2 		$2.64K Buy
226
+4
+2% +$47 ﹤0.01% 741
2025
Q1 		$2.68K Buy
222
+3
+1% +$37 ﹤0.01% 686
2024
Q4 		$2.5K Buy
219
+5
+2% +$59 ﹤0.01% 746
2024
Q3 		$2.53K Buy
214
+4
+2% +$46 ﹤0.01% 749
2024
Q2 		$2.35K Sell
210
-598
-74% -$6.5K ﹤0.01% 770
2024
Q1 		$8.87K Buy
808
+2
+0.2% +$22 ﹤0.01% 640
2023
Q4 		$8.63K Buy
806
+2
+0.2% +$20 ﹤0.01% 598
2023
Q3 		$7.74K Buy
804
+2
+0.2% +$21 ﹤0.01% 590
2023
Q2 		$8.62K Buy
802
+2
+0.3% +$22 ﹤0.01% 577
2023
Q1 		$9.04K Buy
800
+400
+100% +$4.6K ﹤0.01% 561
2022
Q4 		$4.46K Hold
400
– – ﹤0.01% 623
2022
Q3 		$5K Hold
400
– – ﹤0.01% 607
2022
Q2 		$5K Hold
400
– – ﹤0.01% 586
2022
Q1 		$5K Hold
400
– – ﹤0.01% 569
2021
Q4 		$6K Hold
400
– – ﹤0.01% 525
2021
Q3 		$6K Hold
400
– – ﹤0.01% 510
2021
Q2 		$6K Hold
400
– – ﹤0.01% 504
2021
Q1 		$6K Hold
400
– – ﹤0.01% 485
2020
Q4 		$6K Buy
+400
New +$6.05K ﹤0.01% 461

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Tortoise Investment Management's NAZ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2025, closing a stake of 230 shares — an estimated $2.73K sold.

Tortoise Investment Management first reported a position in NAZ in Q4 2020 and held it in 20 quarters. The position peaked at $9.04K in Q1 2023. 28 funds tracked by Wall St. Rank hold NAZ as of Q4 2025.

  • Tortoise Investment Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 230 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2025, an estimated $2.73K.
  • Tortoise Investment Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2020 and held it in 20 quarters.
  • Tortoise Investment Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $9.04K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.