American Trust’s Nu Holdings NU Stock Holding History

American Trust’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 Q1	$171K	Sell	11,869 -230	-2%	-$3.73K	0.02%	307
2025 Q4	$203K	Buy	+12,099	New	+$194K	0.02%	319
2025 Q3	–	Sell	-10,190	Closed	-$140K	–	348
2025 Q2	$140K	Buy	+10,190	New	+$122K	0.01%	295
2025 Q1	–	Sell	-13,610	Closed	-$141K	–	237
2024 Q4	$141K	Sell	13,610 -3,313	-20%	-$44.1K	0.01%	309
2024 Q3	$231K	Sell	16,923 -1,180	-7%	-$15.9K	0.02%	230
2024 Q2	$233K	Buy	+18,103	New	+$211K	0.02%	204

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Trust's NU Position: Q1 2026 in Review

American Trust reduced its Nu Holdings (NU) stake by 1.9% in Q1 2026, selling an estimated $3.73K and leaving 11,869 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #307.

American Trust first reported a position in NU in Q2 2024 and has held it in 6 quarters since. The position peaked at $233K in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

American Trust held 11,869 shares of Nu Holdings worth $171K as of Q1 2026.
American Trust sold 230 Nu Holdings shares in Q1 2026, an estimated $3.73K.
Nu Holdings made up 0.02% of American Trust's portfolio in Q1 2026, its #307 holding.
American Trust first reported a position in Nu Holdings in Q2 2024 and has held it in 6 quarters since.
American Trust's Nu Holdings position peaked at $233K in Q2 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.