Claro Advisors’s Nu Holdings NU Stock Holding History

Claro Advisors’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	$302K	Sell	21,015 -1,670	-7%	-$27.1K	0.04%	367
2025 Q4	$380K	Buy	22,685 +135	+0.6%	+$2.17K	0.05%	276
2025 Q3	$361K	Hold	22,550	–	–	0.05%	282
2025 Q2	$309K	Sell	22,550 -201	-0.9%	-$2.41K	0.05%	286
2025 Q1	$233K	Buy	22,751 +832	+4%	+$9.83K	0.03%	443
2024 Q4	$227K	Sell	21,919 -757	-3%	-$10.1K	0.03%	429
2024 Q3	$310K	Sell	22,676 -452	-2%	-$6.08K	0.04%	369
2024 Q2	$298K	Sell	23,128 -1,971	-8%	-$22.9K	0.05%	328
2024 Q1	$299K	Hold	25,099	–	–	0.05%	322
2023 Q4	$209K	Sell	25,099 -6,171	-20%	-$49.9K	0.05%	367
2023 Q3	$227K	Buy	31,270 +650	+2%	+$4.86K	0.06%	325
2023 Q2	$242K	Buy	30,620 +218	+0.7%	+$1.34K	0.06%	308
2023 Q1	$145K	Sell	30,402 -6,210	-17%	-$27.7K	0.04%	338
2022 Q4	$149K	Sell	36,612 -1,364	-4%	-$5.93K	0.05%	302
2022 Q3	$142K	Hold	37,976	–	–	0.06%	259
2022 Q2	$142K	Buy	+37,976	New	+$193K	0.06%	259

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

Claro Advisors's NU Position: Q1 2026 in Review

Claro Advisors reduced its Nu Holdings (NU) stake by 7.4% in Q1 2026, selling an estimated $27.1K and leaving 21,015 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #367.

Claro Advisors first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $380K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Claro Advisors held 21,015 shares of Nu Holdings worth $302K as of Q1 2026.
Claro Advisors sold 1,670 Nu Holdings shares in Q1 2026, an estimated $27.1K.
Nu Holdings made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #367 holding.
Claro Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
Claro Advisors's Nu Holdings position peaked at $380K in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.