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Avestar Capital’s Nu Holdings NU Stock Holding History

Avestar Capital’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 		$1.21M Buy
84,361
+119
+0.1% +$1.93K 0.08% 189
2025
Q4 		$1.41M Sell
84,242
-47,273
-36% -$760K 0.09% 170
2025
Q3 		$2.11M Buy
131,515
+24,447
+23% +$341K 0.14% 123
2025
Q2 		$1.47M Buy
107,068
+30,665
+40% +$367K 0.1% 147
2025
Q1 		$782K Buy
76,403
+22,594
+42% +$267K 0.07% 229
2024
Q4 		$557K Buy
53,809
+1,353
+3% +$18K 0.05% 267
2024
Q3 		$716K Buy
52,456
+177
+0.3% +$2.38K 0.07% 205
2024
Q2 		$674K Buy
52,279
+175
+0.3% +$2.04K 0.07% 204
2024
Q1 		$622K Buy
52,104
+112
+0.2% +$1.14K 0.07% 209
2023
Q4 		$433K Hold
51,992
– – 0.05% 216
2023
Q3 		$377K Sell
51,992
-24,700
-32% -$185K 0.05% 201
2023
Q2 		$605K Sell
76,692
-196,760
-72% -$1.21M 0.1% 130
2023
Q1 		$1.3M Buy
273,452
+89,194
+48% +$397K 0.23% 59
2022
Q4 		$750K Buy
184,258
+82,042
+80% +$357K 0.14% 99
2022
Q3 		$450K Buy
102,216
+36,156
+55% +$166K 0.11% 136
2022
Q2 		$247K Sell
66,060
-2,367
-3% -$12K 0.06% 240
2022
Q1 		$528K Buy
+68,427
New +$549K 0.08% 219

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

Avestar Capital's NU Position: Q1 2026 in Review

Avestar Capital increased its Nu Holdings (NU) stake by 0.14% in Q1 2026, buying an estimated $1.93K and bringing the position to 84,361 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #189.

Avestar Capital first reported a position in NU in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.11M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Avestar Capital held 84,361 shares of Nu Holdings worth $1.21M as of Q1 2026.
  • Avestar Capital bought 119 Nu Holdings shares in Q1 2026, an estimated $1.93K.
  • Nu Holdings made up 0.08% of Avestar Capital's portfolio in Q1 2026, its #189 holding.
  • Avestar Capital first reported a position in Nu Holdings in Q1 2022 and has held it in 17 quarters since.
  • Avestar Capital's Nu Holdings position peaked at $2.11M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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