Wealthspire Advisors (New York)’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealthspire Advisors (New York)’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	$361K	Buy	39,184 +7,654	+24%	+$69.9K	﹤0.01%	925
2026 Q1	$283K	Hold	31,530	–	–	﹤0.01%	743
2025 Q4	$286K	Buy	31,530 +19,270	+157%	+$174K	﹤0.01%	816
2025 Q3	$110K	Buy	12,260 +1,170	+11%	+$10.2K	﹤0.01%	985
2025 Q2	$96.4K	Sell	11,090 -10,390	-48%	-$89.3K	﹤0.01%	825
2025 Q1	$188K	Buy	21,480 +10,990	+105%	+$96.3K	﹤0.01%	747
2024 Q4	$90.1K	Buy	+10,490	New	+$93.2K	﹤0.01%	771
2019 Q1	–	Sell	-3,109	Closed	-$29K	–	559
2018 Q4	$29K	Buy	+3,109	New	+$28.7K	﹤0.01%	266

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

Wealthspire Advisors (New York)'s NUV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Nuveen Municipal Value Fund (NUV) stake by 24% in Q2 2026, buying an estimated $69.9K and bringing the position to 39,184 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Wealthspire Advisors (New York) first reported a position in NUV in Q4 2018 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold NUV as of Q2 2026.

Wealthspire Advisors (New York) held 39,184 shares of Nuveen Municipal Value Fund worth $361K as of Q2 2026.
Wealthspire Advisors (New York) bought 7,654 Nuveen Municipal Value Fund shares in Q2 2026, an estimated $69.9K.
Nuveen Municipal Value Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #925 holding.
Wealthspire Advisors (New York) first reported a position in Nuveen Municipal Value Fund in Q4 2018 and has held it in 8 quarters since.
234 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.