Whitaker-Myers Wealth Managers’s Nuveen Municipal Value Fund NUV Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	$1.09M	Buy	132,025 +21,383	+19%	+$191K	0.18%	66
2026 Q2	$1.02M	Buy	110,642 +4,619	+4%	+$42.2K	0.17%	74
2026 Q1	$953K	Buy	106,023 +58,686	+124%	+$536K	0.19%	71
2025 Q4	$429K	Hold	47,337	–	–	0.09%	90
2025 Q3	$425K	Hold	47,337	–	–	0.09%	94
2025 Q2	$411K	Buy	+47,337	New	+$407K	0.1%	85

Other funds holding NUV

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's NUV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Nuveen Municipal Value Fund (NUV) stake by 19% in Q3 2026, buying an estimated $191K and bringing the position to 132,025 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #66.

Whitaker-Myers Wealth Managers first reported a position in NUV in Q2 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold NUV as of Q3 2026.

Whitaker-Myers Wealth Managers held 132,025 shares of Nuveen Municipal Value Fund worth $1.09M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 21,383 Nuveen Municipal Value Fund shares in Q3 2026, an estimated $191K.
Nuveen Municipal Value Fund made up 0.18% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #66 holding.
Whitaker-Myers Wealth Managers first reported a position in Nuveen Municipal Value Fund in Q2 2025 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.