AP
NU icon

Aspect Partners’s Nu Holdings NU Stock Holding History

Aspect Partners’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
-244
Closed -$4.08K – 730
2025
Q4 		$4.08K Hold
244
– – ﹤0.01% 413
2025
Q3 		$3.91K Buy
244
+75
+44% +$1.05K ﹤0.01% 449
2025
Q2 		$2.32K Buy
+169
New +$2.02K ﹤0.01% 460

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

Aspect Partners's NU Position: Q1 2026 in Review

Aspect Partners sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 244 shares — an estimated $4.08K sold.

Aspect Partners first reported a position in NU in Q2 2025 and held it in 3 quarters. The position peaked at $4.08K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Aspect Partners reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Aspect Partners sold 244 Nu Holdings shares in Q1 2026, an estimated $4.08K.
  • Aspect Partners first reported a position in Nu Holdings in Q2 2025 and held it in 3 quarters.
  • Aspect Partners's Nu Holdings position peaked at $4.08K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.