Atlantic Private Wealth’s Nu Holdings NU Stock Holding History

Atlantic Private Wealth’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	-15	Closed	-$251	–	377
2025 Q4	$251	Buy	+15	New	+$241	﹤0.01%	375

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

Atlantic Private Wealth's NU Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 15 shares — an estimated $251 sold.

Atlantic Private Wealth first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $251 in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Atlantic Private Wealth reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 15 Nu Holdings shares in Q1 2026, an estimated $251.
Atlantic Private Wealth first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Nu Holdings position peaked at $251 in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.