Aprio Wealth Management’s Nu Holdings NU Stock Holding History

Aprio 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	–	Sell	-11,485	Closed	-$192K	–	630
2025 Q4	$192K	Buy	+11,485	New	+$185K	0.01%	530

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

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

Aprio Wealth Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 11,485 shares — an estimated $192K sold.

Aprio Wealth Management first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $192K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Aprio Wealth Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Aprio Wealth Management sold 11,485 Nu Holdings shares in Q1 2026, an estimated $192K.
Aprio Wealth Management first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
Aprio Wealth Management's Nu Holdings position peaked at $192K in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.