WJWM
NMZ icon

Williams Jones Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Williams Jones Wealth Management’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,963
Closed -$370K – 534
2025
Q3 		$370K Buy
+34,963
New +$357K ﹤0.01% 383

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

Williams Jones Wealth Management's NMZ Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2025, closing a stake of 34,963 shares — an estimated $370K sold.

Williams Jones Wealth Management first reported a position in NMZ in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 131 funds tracked by Wall St. Rank hold NMZ as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 34,963 Nuveen Municipal High Income Opportunity Fund shares in Q4 2025, an estimated $370K.
  • Williams Jones Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $370K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.