Superior Planning, LLC’s Nu Holdings NU Stock Holding History

Superior Planning, LLC’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.8K	Buy	+1,089	New	+$15.4K	0.01%	810

Other funds holding NU

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's NU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Nu Holdings (NU) in Q3 2026: 1,089 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings.

552 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Superior Planning, LLC held 1,089 shares of Nu Holdings worth $13.8K as of Q3 2026.
Nu Holdings was a new Superior Planning, LLC position in Q3 2026.
Nu Holdings made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #810 holding.
552 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.