Nuveen2026-Q1
Nuveen, LLC filed its quarterly 13F report for the first quarter of 2026 (period ending March 31, 2026), detailing its equity portfolio adjustments.
Quick Reference
| Ticker | Action | Value Change |
|---|---|---|
| MSFT | Trim | -$6.96B |
| NVDA | Add | -$883.9M (shares added, but dollar value fell because stock price dropped more than added shares were worth) |
| AZN | New Buy | a notable change |
| COST | Add | +$1.19B |
Note: For tickers such as NVDA, AAPL, TSLA, GOOGL, and JPM, the dollar value of the position decreased despite Nuveen's decision to add shares. According to the filing, this occurred because the stock price fell more than the additional shares were worth — these are not selling actions.
Q: Did Nuveen buy or sell NVDA in Q1 2026?
Nuveen bought more shares of NVDA in the first quarter, an active add decision. The dollar value of the position fell by -$883.9M, with the stock price decline overcoming the share increase, as explained in the filing.
Q: What was Nuveen's largest holding after the Q1 2026 13F?
Nuveen's largest portfolio holding at March 31, 2026, was NVDA, comprising a 6.62% weight. Although NVDA was also its top position last quarter, the weight dropped slightly from 6.63% due to the stock price decline.
Q: How did Nuveen trim its Microsoft holding in Q1 2026?
Nuveen trimmed its MSFT position, an active decision to reduce shares. The value decreased by -$6.96B, and the portfolio weight fell from 6.10% to 4.42%.
Q: What new stock did Nuveen add to its portfolio in Q1 2026?
Nuveen opened a new position in AZN (AstraZeneca PLC) during the quarter, valued at $1.31B and representing a 0.36% weight.
Q: Why did the value of Nuveen's Apple holding decline even though the firm added shares?
Despite adding to AAPL, the dollar value fell by -$466.5M. The filing states that shares were added, but the price drop was larger than the share addition, so the total value declined.
Q: Which sector saw Nuveen increase its exposure most in Q1 2026?
Energy sector allocation increased from 0.0195 to 0.0315, the largest sector weight gain. Information Technology, the largest sector, declined from 0.4265 to 0.4074.
Q: What's the easiest way to track Nuveen's future filings?
The easiest way is to check Nuveen's next quarterly 13F filing, for the period ending June 30, 2026, which will be filed within 45 days after the quarter end.