Uniting Wealth Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Uniting Wealth Partners’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$829K	Buy	70,211 +97	+0.1%	+$1.11K	0.17%	88
2026 Q1	$792K	Buy	+70,114	New	+$816K	0.17%	81
2025 Q4	–	Sell	-69,930	Closed	-$801K	–	187
2025 Q3	$801K	Sell	69,930 -898	-1%	-$9.88K	0.19%	74
2025 Q2	$773K	Buy	70,828 +633	+0.9%	+$6.86K	0.3%	43
2025 Q1	$786K	Buy	70,195 +56,566	+415%	+$644K	0.39%	31
2024 Q4	$154K	Buy	+13,629	New	+$159K	0.07%	102

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Uniting Wealth Partners's NEA Position: Q2 2026 in Review

Uniting Wealth Partners increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.14% in Q2 2026, buying an estimated $1.11K and bringing the position to 70,211 shares worth $829K. The position accounts for 0.17% of the portfolio, ranked #88.

Uniting Wealth Partners first reported a position in NEA in Q4 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Uniting Wealth Partners held 70,211 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $829K as of Q2 2026.
Uniting Wealth Partners bought 97 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.11K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.17% of Uniting Wealth Partners's portfolio in Q2 2026, its #88 holding.
Uniting Wealth Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.