Atria Investments’s Nu Holdings NU Stock Holding History

Atria Investments’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	$1.43M	Buy	99,545 +11,735	+13%	+$190K	0.02%	870
2025 Q4	$1.47M	Buy	87,810 +12,660	+17%	+$203K	0.02%	872
2025 Q3	$1.2M	Buy	75,150 +18,458	+33%	+$257K	0.01%	955
2025 Q2	$778K	Sell	56,692 -2,168	-4%	-$26K	0.01%	1176
2025 Q1	$603K	Sell	58,860 -20,965	-26%	-$248K	0.01%	1245
2024 Q4	$827K	Sell	79,825 -27,763	-26%	-$369K	0.01%	1083
2024 Q3	$1.47M	Sell	107,588 -13,905	-11%	-$187K	0.02%	786
2024 Q2	$1.57M	Buy	121,493 +3,732	+3%	+$43.5K	0.02%	739
2024 Q1	$1.4M	Buy	+117,761	New	+$1.2M	0.02%	796

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

Atria Investments's NU Position: Q1 2026 in Review

Atria Investments increased its Nu Holdings (NU) stake by 13% in Q1 2026, buying an estimated $190K and bringing the position to 99,545 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #870.

Atria Investments first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Atria Investments held 99,545 shares of Nu Holdings worth $1.43M as of Q1 2026.
Atria Investments bought 11,735 Nu Holdings shares in Q1 2026, an estimated $190K.
Nu Holdings made up 0.02% of Atria Investments's portfolio in Q1 2026, its #870 holding.
Atria Investments first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Atria Investments's Nu Holdings position peaked at $1.57M in Q2 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.