UBS Group
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UBS Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

UBS Group’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Sell
232,754
-7,471
-3% -$92.5K ﹤0.01% 4730
2026
Q1 		$2.86M Sell
240,225
-2,666
-1% -$33.9K ﹤0.01% 4629
2025
Q4 		$3.02M Buy
242,891
+913
+0.4% +$11.6K ﹤0.01% 4558
2025
Q3 		$3.07M Buy
241,978
+54,860
+29% +$655K ﹤0.01% 4533
2025
Q2 		$2.2M Sell
187,118
-20,216
-10% -$241K ﹤0.01% 4717
2025
Q1 		$2.61M Sell
207,334
-14,607
-7% -$186K ﹤0.01% 4464
2024
Q4 		$2.81M Buy
221,941
+10,896
+5% +$143K ﹤0.01% 4398
2024
Q3 		$2.87M Buy
211,045
+37,815
+22% +$500K ﹤0.01% 3645
2024
Q2 		$2.17M Buy
173,230
+30,040
+21% +$358K ﹤0.01% 3696
2024
Q1 		$1.74M Buy
143,190
+9,439
+7% +$109K ﹤0.01% 4084
2023
Q4 		$1.54M Sell
133,751
-215,978
-62% -$2.33M ﹤0.01% 4085
2023
Q3 		$3.59M Sell
349,729
-132,673
-28% -$1.48M ﹤0.01% 2897
2023
Q2 		$5.57M Sell
482,402
-38,450
-7% -$436K ﹤0.01% 2475
2023
Q1 		$6.06M Sell
520,852
-80,675
-13% -$973K ﹤0.01% 2336
2022
Q4 		$7.4M Sell
601,527
-150,393
-20% -$1.75M ﹤0.01% 2143
2022
Q3 		$8.88M Buy
751,920
+21,912
+3% +$291K ﹤0.01% 1892
2022
Q2 		$9.4M Sell
730,008
-402,803
-36% -$5.26M ﹤0.01% 1865
2022
Q1 		$15.4M Sell
1,132,811
-254,894
-18% -$3.66M 0.01% 1632
2021
Q4 		$22M Sell
1,387,705
-71,209
-5% -$1.15M 0.01% 1513
2021
Q3 		$23.9M Sell
1,458,914
-187,287
-11% -$3.08M 0.01% 1361
2021
Q2 		$26.8M Sell
1,646,201
-39,692
-2% -$630K 0.01% 1259
2021
Q1 		$26M Buy
1,685,893
+165,420
+11% +$2.55M 0.01% 1267
2020
Q4 		$24M Sell
1,520,473
-2,371
-0.2% -$36.5K 0.01% 1229
2020
Q3 		$23.3M Sell
1,522,844
-20,108
-1% -$309K 0.01% 1076
2020
Q2 		$23M Buy
1,542,952
+209,473
+16% +$3.02M 0.01% 1012
2020
Q1 		$18.9M Sell
1,333,479
-214,837
-14% -$3.25M 0.01% 1012
2019
Q4 		$23.6M Buy
1,548,316
+20,332
+1% +$308K 0.01% 1263
2019
Q3 		$23.1M Buy
1,527,984
+59
+0% +$891 0.01% 1140
2019
Q2 		$22.3M Sell
1,527,925
-36,900
-2% -$524K 0.01% 1141
2019
Q1 		$21.8M Sell
1,564,825
-54,736
-3% -$734K 0.01% 1098
2018
Q4 		$20.5M Buy
1,619,561
+1,417,622
+702% +$17.9M 0.01% 1069
2018
Q3 		$2.6M Buy
201,939
+71,151
+54% +$954K ﹤0.01% 2986
2018
Q2 		$1.78M Sell
130,788
-19,128
-13% -$258K ﹤0.01% 3271
2018
Q1 		$2.03M Buy
149,916
+2,073
+1% +$29.7K ﹤0.01% 3128
2017
Q4 		$2.27M Sell
147,843
-30,174
-17% -$469K ﹤0.01% 3083
2017
Q3 		$2.81M Sell
178,017
-56,817
-24% -$900K ﹤0.01% 2786
2017
Q2 		$3.66M Sell
234,834
-27,424
-10% -$416K ﹤0.01% 2437
2017
Q1 		$3.87M Buy
262,258
+30,050
+13% +$437K ﹤0.01% 2310
2016
Q4 		$3.32M Buy
232,208
+90,792
+64% +$1.34M ﹤0.01% 2438
2016
Q3 		$2.35M Sell
141,416
-251,579
-64% -$4.29M ﹤0.01% 2695
2016
Q2 		$6.7M Sell
392,995
-50,535
-11% -$825K ﹤0.01% 1701
2016
Q1 		$7.11M Sell
443,530
-76,895
-15% -$1.21M ﹤0.01% 1570
2015
Q4 		$7.99M Sell
520,425
-44,332
-8% -$663K 0.01% 1568
2015
Q3 		$8.29M Buy
564,757
+21,328
+4% +$309K 0.01% 1540
2015
Q2 		$7.71M Buy
543,429
+36,987
+7% +$541K 0.01% 1682
2015
Q1 		$7.57M Buy
506,442
+9,487
+2% +$141K 0.01% 1706
2014
Q4 		$7.33M Buy
+496,955
New +$7.05M 0.01% 1760

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's NKX Position: Q2 2026 in Review

UBS Group reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 3.1% in Q2 2026, selling an estimated $92.5K and leaving 232,754 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #4730.

UBS Group first reported a position in NKX in Q4 2014 and has held it in 47 quarters since. The position peaked at $26.8M in Q2 2021. 73 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • UBS Group held 232,754 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $2.92M as of Q2 2026.
  • UBS Group sold 7,471 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $92.5K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4730 holding.
  • UBS Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $26.8M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.