Uniting Wealth Partners’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Uniting Wealth Partners’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 Q2	$430K	Hold	29,799	–	–	0.09%	124
2026 Q1	$428K	Buy	+29,799	New	+$428K	0.09%	121
2025 Q4	–	Sell	-29,799	Closed	-$424K	–	189
2025 Q3	$424K	Hold	29,799	–	–	0.1%	107
2025 Q2	$408K	Hold	29,799	–	–	0.16%	66
2025 Q1	$409K	Buy	+29,799	New	+$411K	0.21%	55

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

HWAM

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Uniting Wealth Partners held its Nuveen AMT-Free Municipal Value Fund (NUW) position steady in Q2 2026 at 29,799 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #124.

Uniting Wealth Partners first reported a position in NUW in Q1 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Uniting Wealth Partners held 29,799 shares of Nuveen AMT-Free Municipal Value Fund worth $430K as of Q2 2026.
Uniting Wealth Partners left its Nuveen AMT-Free Municipal Value Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up 0.09% of Uniting Wealth Partners's portfolio in Q2 2026, its #124 holding.
Uniting Wealth Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

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