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Apollon Wealth Management’s Nu Holdings NU Stock Holding History

Apollon Wealth Management’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 		$314K Sell
21,872
-7,232
-25% -$117K 0.01% 1088
2025
Q4 		$487K Buy
+29,104
New +$468K 0.01% 844
2025
Q2 		– Sell
-24,552
Closed -$251K – 1305
2025
Q1 		$251K Buy
+24,552
New +$290K 0.01% 1018

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Apollon Wealth Management's NU Position: Q1 2026 in Review

Apollon Wealth Management reduced its Nu Holdings (NU) stake by 25% in Q1 2026, selling an estimated $117K and leaving 21,872 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1088.

Apollon Wealth Management first reported a position in NU in Q1 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Apollon Wealth Management held 21,872 shares of Nu Holdings worth $314K as of Q1 2026.
  • Apollon Wealth Management sold 7,232 Nu Holdings shares in Q1 2026, an estimated $117K.
  • Nu Holdings made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1088 holding.
  • Apollon Wealth Management first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
  • Apollon Wealth Management's Nu Holdings position peaked at $487K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.