Capital Wealth Planning’s Nu Holdings NU Stock Holding History

Capital Wealth Planning’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	-175,435	Closed	-$2.94M	–	168
2025 Q4	$2.94M	Buy	+175,435	New	+$2.82M	0.02%	113
2025 Q3	–	Sell	-123,968	Closed	-$1.7M	–	168
2025 Q2	$1.7M	Sell	123,968 -72,637	-37%	-$870K	0.01%	90
2025 Q1	$2.01M	Buy	196,605 +13,982	+8%	+$165K	0.02%	80
2024 Q4	$1.89M	Buy	+182,623	New	+$2.43M	0.02%	76
2024 Q3	–	Sell	-101,415	Closed	-$1.31M	–	151
2024 Q2	$1.31M	Buy	+101,415	New	+$1.18M	0.01%	90

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Wealth Planning's NU Position: Q1 2026 in Review

Capital Wealth Planning sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 175,435 shares — an estimated $2.94M sold.

Capital Wealth Planning first reported a position in NU in Q2 2024 and held it in 5 quarters. The position peaked at $2.94M in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Capital Wealth Planning reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 175,435 Nu Holdings shares in Q1 2026, an estimated $2.94M.
Capital Wealth Planning first reported a position in Nu Holdings in Q2 2024 and held it in 5 quarters.
Capital Wealth Planning's Nu Holdings position peaked at $2.94M in Q4 2025.
903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.