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Baldwin Wealth Partners’s Nu Holdings NU Stock Holding History

Baldwin Wealth Partners’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
-66,383
Closed -$1.11M – 242
2025
Q4 		$1.11M Buy
+66,383
New +$1.07M 0.07% 106
2024
Q4 		– Sell
-5,980
Closed -$81.6K – 759
2024
Q3 		$81.6K Buy
5,980
+4,568
+324% +$61.5K 0.01% 442
2024
Q2 		$18.2K Buy
1,412
+46
+3% +$536 ﹤0.01% 472
2024
Q1 		$16.3K Buy
+1,366
New +$13.9K ﹤0.01% 512

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

Baldwin Wealth Partners's NU Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 66,383 shares — an estimated $1.11M sold.

Baldwin Wealth Partners first reported a position in NU in Q1 2024 and held it in 4 quarters. The position peaked at $1.11M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 66,383 Nu Holdings shares in Q1 2026, an estimated $1.11M.
  • Baldwin Wealth Partners first reported a position in Nu Holdings in Q1 2024 and held it in 4 quarters.
  • Baldwin Wealth Partners's Nu Holdings position peaked at $1.11M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.