WealthBridge Capital Management’s Nuveen Municipal Value Fund NUV Stock Holding History

WealthBridge Capital Management’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Sell	30,200 -5,000	-14%	-$45.6K	0.06%	199
2026 Q1	$316K	Hold	35,200	–	–	0.07%	173
2025 Q4	$319K	Buy	35,200 +979	+3%	+$8.85K	0.07%	160
2025 Q3	$307K	Buy	34,221 +2,511	+8%	+$21.9K	0.07%	168
2025 Q2	$276K	Sell	31,710 -9,189	-22%	-$79K	0.07%	179
2025 Q1	$359K	Buy	40,899 +7	+0%	+$61	0.1%	136
2024 Q4	$351K	Sell	40,892 -3,962	-9%	-$35.2K	0.1%	138
2024 Q3	$405K	Sell	44,854 -737	-2%	-$6.5K	0.12%	129
2024 Q2	$393K	Sell	45,591 -6,630	-13%	-$56.6K	0.13%	111
2024 Q1	$455K	Buy	52,221 +1,444	+3%	+$12.6K	0.15%	105
2023 Q4	$437K	Sell	50,777 -9,472	-16%	-$78.9K	0.16%	97
2023 Q3	$498K	Sell	60,249 -881	-1%	-$7.5K	0.21%	89
2023 Q2	$532K	Buy	61,130 +115	+0.2%	+$1.01K	0.21%	88
2023 Q1	$538K	Buy	61,015 +113	+0.2%	+$1K	0.21%	91
2022 Q4	$524K	Sell	60,902 -3,329	-5%	-$28.4K	0.22%	92
2022 Q3	$574K	Hold	64,231	–	–	0.24%	82
2022 Q2	$574K	Sell	64,231 -30,207	-32%	-$274K	0.24%	82
2022 Q1	$905K	Buy	94,438 +4,837	+5%	+$47.5K	0.34%	64
2021 Q4	$930K	Sell	89,601 -2,475	-3%	-$26.9K	0.35%	61
2021 Q3	$1.04M	Buy	92,076 +1,119	+1%	+$13K	0.39%	54
2021 Q2	$1.05M	Buy	90,957 +1,229	+1%	+$14K	0.38%	57
2021 Q1	$1M	Buy	89,728 +1,499	+2%	+$16.7K	0.41%	56
2020 Q4	$979K	Buy	88,229 +1,103	+1%	+$12.1K	0.43%	54
2020 Q3	$929K	Buy	87,126 +96	+0.1%	+$1.02K	0.48%	46
2020 Q2	$888K	Sell	87,030 -1,357	-2%	-$13.3K	0.5%	49
2020 Q1	$863K	Buy	88,387 +7,721	+10%	+$81.2K	0.6%	41
2019 Q4	$863K	Buy	80,666 +1,840	+2%	+$19.3K	0.56%	47
2019 Q3	$828K	Buy	78,826 +656	+0.8%	+$6.8K	0.6%	42
2019 Q2	$725K	Sell	78,170 -777	-1%	-$7.77K	0.66%	38
2019 Q1	$786K	Buy	78,947 +777	+1%	+$7.5K	0.5%	44
2018 Q4	$725K	Buy	+78,170	New	+$722K	0.55%	38

Other funds holding NUV

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WealthBridge Capital Management's NUV Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Nuveen Municipal Value Fund (NUV) stake by 14% in Q2 2026, selling an estimated $45.6K and leaving 30,200 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #199.

WealthBridge Capital Management first reported a position in NUV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q2 2021. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

WealthBridge Capital Management held 30,200 shares of Nuveen Municipal Value Fund worth $278K as of Q2 2026.
WealthBridge Capital Management sold 5,000 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $45.6K.
Nuveen Municipal Value Fund made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #199 holding.
WealthBridge Capital Management first reported a position in Nuveen Municipal Value Fund in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's Nuveen Municipal Value Fund position peaked at $1.05M in Q2 2021.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.