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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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthBridge Capital Management's NUV Position: Q1 2026 in Review

WealthBridge Capital Management held its Nuveen Municipal Value Fund (NUV) position steady in Q1 2026 at 35,200 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #173.

WealthBridge Capital Management first reported a position in NUV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.05M in Q2 2021. 229 funds tracked by Wall St. Rank hold NUV as of Q1 2026.

  • WealthBridge Capital Management held 35,200 shares of Nuveen Municipal Value Fund worth $316K as of Q1 2026.
  • WealthBridge Capital Management left its Nuveen Municipal Value Fund share count unchanged in Q1 2026.
  • Nuveen Municipal Value Fund made up 0.07% of WealthBridge Capital Management's portfolio in Q1 2026, its #173 holding.
  • WealthBridge Capital Management first reported a position in Nuveen Municipal Value Fund in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Nuveen Municipal Value Fund position peaked at $1.05M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.