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Vestia Personal Wealth Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Vestia Personal Wealth Advisors’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,986
Closed -$152K – 102
2025
Q3 		$152K Hold
10,986
– – 0.09% 96
2025
Q2 		$178K Hold
10,986
– – 0.12% 97
2025
Q1 		$187K Hold
10,986
– – 0.15% 92
2024
Q4 		$184K Buy
+10,986
New +$188K 0.15% 92

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Vestia Personal Wealth Advisors's NCDL Position: Q4 2025 in Review

Vestia Personal Wealth Advisors sold out of Nuveen Churchill Direct Lending (NCDL) in Q4 2025, closing a stake of 10,986 shares — an estimated $152K sold.

Vestia Personal Wealth Advisors first reported a position in NCDL in Q4 2024 and held it in 4 quarters. The position peaked at $187K in Q1 2025. 85 funds tracked by Wall St. Rank hold NCDL as of Q4 2025.

  • Vestia Personal Wealth Advisors reported no remaining Nuveen Churchill Direct Lending position as of Q4 2025 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 10,986 Nuveen Churchill Direct Lending shares in Q4 2025, an estimated $152K.
  • Vestia Personal Wealth Advisors first reported a position in Nuveen Churchill Direct Lending in Q4 2024 and held it in 4 quarters.
  • Vestia Personal Wealth Advisors's Nuveen Churchill Direct Lending position peaked at $187K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q4 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.