Choreo LLC’s Nu Holdings NU Stock Holding History

Choreo LLC’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	$1.24M	Buy	86,555 +3,447	+4%	+$55.9K	0.02%	538
2025 Q4	$1.4M	Buy	83,108 +3,032	+4%	+$48.7K	0.02%	475
2025 Q3	$1.28M	Buy	80,076 +4,115	+5%	+$57.4K	0.02%	509
2025 Q2	$1.04M	Buy	75,961 +8,484	+13%	+$102K	0.01%	575
2025 Q1	$691K	Sell	67,477 -3,311	-5%	-$39.1K	0.01%	686
2024 Q4	$753K	Sell	70,788 -17,176	-20%	-$228K	0.01%	688
2024 Q3	$1.18M	Buy	87,964 +14,047	+19%	+$189K	0.02%	514
2024 Q2	$914K	Buy	+73,917	New	+$861K	0.02%	559

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

Choreo LLC's NU Position: Q1 2026 in Review

Choreo LLC increased its Nu Holdings (NU) stake by 4.1% in Q1 2026, buying an estimated $55.9K and bringing the position to 86,555 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #538.

Choreo LLC first reported a position in NU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Choreo LLC held 86,555 shares of Nu Holdings worth $1.24M as of Q1 2026.
Choreo LLC bought 3,447 Nu Holdings shares in Q1 2026, an estimated $55.9K.
Nu Holdings made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #538 holding.
Choreo LLC first reported a position in Nu Holdings in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Nu Holdings position peaked at $1.4M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.