Coldstream Capital Management’s Nu Holdings NU Stock Holding History

Coldstream Capital Management’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	$421K	Sell	29,279 -4,350	-13%	-$70.5K	0.01%	795
2025 Q4	$563K	Buy	33,629 +6,431	+24%	+$103K	0.01%	675
2025 Q3	$435K	Sell	27,198 -3,492	-11%	-$48.7K	0.01%	796
2025 Q2	$421K	Buy	30,690 +8,735	+40%	+$105K	0.01%	734
2025 Q1	$225K	Sell	21,955 -513	-2%	-$6.06K	﹤0.01%	948
2024 Q4	$233K	Sell	22,468 -4,049	-15%	-$53.9K	0.01%	949
2024 Q3	$362K	Buy	26,517 +801	+3%	+$10.8K	0.01%	739
2024 Q2	$331K	Buy	25,716 +1,057	+4%	+$12.3K	0.01%	716
2024 Q1	$294K	Buy	+24,659	New	+$252K	0.01%	776

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 $1.66T AUM 25.57% 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 $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

Coldstream Capital Management's NU Position: Q1 2026 in Review

Coldstream Capital Management reduced its Nu Holdings (NU) stake by 13% in Q1 2026, selling an estimated $70.5K and leaving 29,279 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #795.

Coldstream Capital Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $563K in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Coldstream Capital Management held 29,279 shares of Nu Holdings worth $421K as of Q1 2026.
Coldstream Capital Management sold 4,350 Nu Holdings shares in Q1 2026, an estimated $70.5K.
Nu Holdings made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #795 holding.
Coldstream Capital Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Coldstream Capital Management's Nu Holdings position peaked at $563K in Q4 2025.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.