AssuredPartners Investment Advisors’s Nu Holdings NU Stock Holding History

AssuredPartners Investment 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	$184K	Sell	12,936 -60	-0.5%	-$973	0.02%	392
2025 Q4	$218K	Hold	12,996	–	–	0.03%	322
2025 Q3	$208K	Sell	12,996 -270	-2%	-$3.77K	0.05%	258
2025 Q2	$182K	Sell	13,266 -2,393	-15%	-$28.7K	0.04%	235
2025 Q1	$160K	Buy	+15,659	New	+$185K	0.03%	319

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

AssuredPartners Investment Advisors's NU Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Nu Holdings (NU) stake by 0.46% in Q1 2026, selling an estimated $973 and leaving 12,936 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #392.

AssuredPartners Investment Advisors first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

AssuredPartners Investment Advisors held 12,936 shares of Nu Holdings worth $184K as of Q1 2026.
AssuredPartners Investment Advisors sold 60 Nu Holdings shares in Q1 2026, an estimated $973.
Nu Holdings made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #392 holding.
AssuredPartners Investment Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Nu Holdings position peaked at $218K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.