UBS Group
NAN icon

UBS Group’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

UBS Group’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Sell
23,714
-36,607
-61% -$418K ﹤0.01% 6477
2025
Q4 		$679K Buy
60,321
+19,459
+48% +$223K ﹤0.01% 5886
2025
Q3 		$467K Sell
40,862
-13,855
-25% -$155K ﹤0.01% 6144
2025
Q2 		$624K Sell
54,717
-15,857
-22% -$179K ﹤0.01% 5836
2025
Q1 		$803K Buy
70,574
+10,966
+18% +$126K ﹤0.01% 5468
2024
Q4 		$680K Buy
59,608
+5,298
+10% +$61.2K ﹤0.01% 5632
2024
Q3 		$640K Sell
54,310
-4,704
-8% -$54K ﹤0.01% 5033
2024
Q2 		$664K Sell
59,014
-510
-0.9% -$5.54K ﹤0.01% 4777
2024
Q1 		$652K Sell
59,524
-5,865
-9% -$64.2K ﹤0.01% 4981
2023
Q4 		$722K Buy
65,389
+16,085
+33% +$161K ﹤0.01% 4783
2023
Q3 		$477K Sell
49,304
-26,667
-35% -$277K ﹤0.01% 4684
2023
Q2 		$817K Buy
75,971
+8,790
+13% +$95.3K ﹤0.01% 4416
2023
Q1 		$742K Sell
67,181
-8,239
-11% -$90.2K ﹤0.01% 4369
2022
Q4 		$807K Sell
75,420
-61,362
-45% -$637K ﹤0.01% 4278
2022
Q3 		$1.43M Buy
136,782
+3,994
+3% +$46K ﹤0.01% 3449
2022
Q2 		$1.56M Sell
132,788
-18,307
-12% -$214K ﹤0.01% 3351
2022
Q1 		$1.9M Sell
151,095
-7,661
-5% -$101K ﹤0.01% 3475
2021
Q4 		$2.35M Sell
158,756
-10,636
-6% -$155K ﹤0.01% 3584
2021
Q3 		$2.49M Sell
169,392
-8,252
-5% -$125K ﹤0.01% 3387
2021
Q2 		$2.68M Buy
177,644
+6,596
+4% +$96.7K ﹤0.01% 3295
2021
Q1 		$2.44M Sell
171,048
-971
-0.6% -$13.8K ﹤0.01% 3359
2020
Q4 		$2.43M Sell
172,019
-14,457
-8% -$199K ﹤0.01% 3214
2020
Q3 		$2.55M Buy
186,476
+18,138
+11% +$251K ﹤0.01% 2823
2020
Q2 		$2.27M Buy
168,338
+20,513
+14% +$268K ﹤0.01% 2747
2020
Q1 		$1.94M Sell
147,825
-319
-0.2% -$4.45K ﹤0.01% 2792
2019
Q4 		$2.1M Buy
148,144
+27,900
+23% +$394K ﹤0.01% 3502
2019
Q3 		$1.72M Buy
120,244
+1,638
+1% +$23K ﹤0.01% 3448
2019
Q2 		$1.64M Buy
118,606
+28,574
+32% +$389K ﹤0.01% 3326
2019
Q1 		$1.21M Buy
90,032
+4,036
+5% +$52.1K ﹤0.01% 3425
2018
Q4 		$1.05M Sell
85,996
-20,722
-19% -$253K ﹤0.01% 3632
2018
Q3 		$1.31M Sell
106,718
-1,875
-2% -$23.4K ﹤0.01% 3592
2018
Q2 		$1.37M Sell
108,593
-66,394
-38% -$834K ﹤0.01% 3506
2018
Q1 		$2.22M Sell
174,987
-33,015
-16% -$435K ﹤0.01% 3045
2017
Q4 		$2.88M Sell
208,002
-8,874
-4% -$124K ﹤0.01% 2873
2017
Q3 		$3.06M Buy
216,876
+86,857
+67% +$1.24M ﹤0.01% 2692
2017
Q2 		$1.84M Buy
130,019
+3,021
+2% +$41.9K ﹤0.01% 3087
2017
Q1 		$1.72M Sell
126,998
-6,341
-5% -$86.2K ﹤0.01% 3074
2016
Q4 		$1.79M Buy
133,339
+18,835
+16% +$261K ﹤0.01% 3013
2016
Q3 		$1.75M Buy
114,504
+658
+0.6% +$10.2K ﹤0.01% 2959
2016
Q2 		$1.78M Sell
113,846
-26,964
-19% -$410K ﹤0.01% 2874
2016
Q1 		$2.08M Buy
140,810
+18,196
+15% +$260K ﹤0.01% 2643
2015
Q4 		$1.75M Buy
122,614
+3,844
+3% +$53.1K ﹤0.01% 2919
2015
Q3 		$1.59M Buy
118,770
+8,430
+8% +$113K ﹤0.01% 2947
2015
Q2 		$1.49M Buy
110,340
+91,858
+497% +$1.26M ﹤0.01% 3256
2015
Q1 		$257K Buy
18,482
+8,800
+91% +$122K ﹤0.01% 4681
2014
Q4 		$131K Buy
+9,682
New +$130K ﹤0.01% 5436

Other funds holding NAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's NAN Position: Q1 2026 in Review

UBS Group reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 61% in Q1 2026, selling an estimated $418K and leaving 23,714 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #6477.

UBS Group first reported a position in NAN in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.06M in Q3 2017. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • UBS Group held 23,714 shares of Nuveen New York Quality Municipal Income Fund worth $264K as of Q1 2026.
  • UBS Group sold 36,607 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $418K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6477 holding.
  • UBS Group first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Nuveen New York Quality Municipal Income Fund position peaked at $3.06M in Q3 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.