Aster Capital Management’s Nu Holdings NU Stock Holding History

Aster Capital 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	-14,525	Closed	-$243K	–	1177
2025 Q4	$243K	Buy	+14,525	New	+$233K	0.11%	188
2025 Q3	–	Sell	-307,110	Closed	-$4.21M	–	1239
2025 Q2	$4.21M	Buy	+307,110	New	+$3.68M	0.95%	20
2025 Q1	–	Sell	-986	Closed	-$10.2K	–	1548
2024 Q4	$10.2K	Buy	+986	New	+$13.1K	﹤0.01%	767

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

Aster Capital Management's NU Position: Q1 2026 in Review

Aster Capital Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 14,525 shares — an estimated $243K sold.

Aster Capital Management first reported a position in NU in Q4 2024 and held it in 3 quarters. The position peaked at $4.21M in Q2 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Aster Capital Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Aster Capital Management sold 14,525 Nu Holdings shares in Q1 2026, an estimated $243K.
Aster Capital Management first reported a position in Nu Holdings in Q4 2024 and held it in 3 quarters.
Aster Capital Management's Nu Holdings position peaked at $4.21M in Q2 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.