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Wealth Management Associates’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wealth Management Associates’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 		$148K Buy
12,588
+43
+0.3% +$494 0.04% 252
2026
Q1 		$141K Buy
12,545
+28
+0.2% +$326 0.05% 231
2025
Q4 		$146K Buy
12,517
+55
+0.4% +$633 0.05% 231
2025
Q3 		$142K Buy
12,462
+46
+0.4% +$506 0.05% 226
2025
Q2 		$136K Sell
12,416
-1,160
-9% -$12.6K 0.05% 215
2025
Q1 		$152K Buy
13,576
+1,626
+14% +$18.5K 0.07% 204
2024
Q4 		$135K Hold
11,950
– – 0.06% 204
2024
Q3 		$143K Buy
11,950
+1,158
+11% +$13.5K 0.06% 202
2024
Q2 		$124K Hold
10,792
– – 0.06% 198
2024
Q1 		$124K Sell
10,792
-661
-6% -$7.25K 0.06% 198
2023
Q4 		$126K Sell
11,453
-567
-5% -$5.79K 0.07% 194
2023
Q3 		$116K Hold
12,020
– – 0.07% 184
2023
Q2 		$131K Sell
12,020
-480
-4% -$5.25K 0.07% 184
2023
Q1 		$139K Hold
12,500
– – 0.09% 188
2022
Q4 		$142K Sell
12,500
-2,554
-17% -$27.9K 0.09% 179
2022
Q3 		$160K Sell
15,054
-7,680
-34% -$92.3K 0.11% 168
2022
Q2 		$267K Sell
22,734
-181
-0.8% -$2.21K 0.18% 137
2022
Q1 		$301K Hold
22,915
– – 0.17% 143
2021
Q4 		$357K Buy
22,915
+2,876
+14% +$43.8K 0.19% 134
2021
Q3 		$304K Buy
20,039
+83
+0.4% +$1.31K 0.18% 133
2021
Q2 		$313K Buy
19,956
+87
+0.4% +$1.32K 0.18% 137
2021
Q1 		$294K Buy
19,869
+2,059
+12% +$30.5K 0.19% 131
2020
Q4 		$269K Buy
17,810
+115
+0.6% +$1.68K 0.18% 136
2020
Q3 		$254K Buy
17,695
+86
+0.5% +$1.23K 0.2% 128
2020
Q2 		$245K Buy
17,609
+86
+0.5% +$1.16K 0.21% 117
2020
Q1 		$237K Buy
17,523
+51
+0.3% +$726 0.24% 97
2019
Q4 		$251K Sell
17,472
-1,195
-6% -$17K 0.18% 125
2019
Q3 		$267K Buy
18,667
+1,643
+10% +$23.3K 0.21% 112
2019
Q2 		$235K Buy
17,024
+1,380
+9% +$18.5K 0.23% 84
2019
Q1 		$209K Buy
15,644
+56
+0.4% +$728 0.23% 88
2018
Q4 		$192K Buy
+15,588
New +$191K 0.26% 81

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Management Associates's NEA Position: Q2 2026 in Review

Wealth Management Associates increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.34% in Q2 2026, buying an estimated $494 and bringing the position to 12,588 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #252.

Wealth Management Associates first reported a position in NEA in Q4 2018 and has held it in 31 quarters since. The position peaked at $357K in Q4 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Wealth Management Associates held 12,588 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $148K as of Q2 2026.
  • Wealth Management Associates bought 43 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $494.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.04% of Wealth Management Associates's portfolio in Q2 2026, its #252 holding.
  • Wealth Management Associates first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $357K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.