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Aptus Capital Advisors’s Nu Holdings NU Stock Holding History

Aptus Capital Advisors’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
-19,008
Closed -$318K – 1757
2025
Q4 		$318K Buy
19,008
+624
+3% +$10K ﹤0.01% 871
2025
Q3 		$294K Buy
18,384
+399
+2% +$5.57K ﹤0.01% 850
2025
Q2 		$247K Buy
17,985
+347
+2% +$4.16K ﹤0.01% 877
2025
Q1 		$181K Buy
17,638
+1,162
+7% +$13.7K ﹤0.01% 912
2024
Q4 		$171K Sell
16,476
-588
-3% -$7.82K ﹤0.01% 919
2024
Q3 		$233K Buy
17,064
+2,099
+14% +$28.2K ﹤0.01% 727
2024
Q2 		$193K Buy
14,965
+2,459
+20% +$28.6K ﹤0.01% 738
2024
Q1 		$149K Buy
12,506
+1,874
+18% +$19.1K ﹤0.01% 764
2023
Q4 		$88.6K Sell
10,632
-1,125
-10% -$9.09K ﹤0.01% 625
2023
Q3 		$85.2K Buy
+11,757
New +$88K ﹤0.01% 637

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aptus Capital Advisors's NU Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 19,008 shares — an estimated $318K sold.

Aptus Capital Advisors first reported a position in NU in Q3 2023 and held it in 10 quarters. The position peaked at $318K in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 19,008 Nu Holdings shares in Q1 2026, an estimated $318K.
  • Aptus Capital Advisors first reported a position in Nu Holdings in Q3 2023 and held it in 10 quarters.
  • Aptus Capital Advisors's Nu Holdings position peaked at $318K in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.