Corient Private Wealth
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Corient Private Wealth’s Nu Holdings NU Stock Holding History

Corient Private Wealth’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 		$2.17M Sell
153,200
-100,000
-39% -$1.62M ﹤0.01% 1220
2025
Q4 		$4.24M Buy
253,200
+128,712
+103% +$2.07M ﹤0.01% 1135
2025
Q3 		$1.99M Buy
124,488
+50,693
+69% +$707K ﹤0.01% 1064
2025
Q2 		$1.01M Sell
73,795
-29,923
-29% -$358K ﹤0.01% 1360
2025
Q1 		$1.06M Buy
103,718
+5,507
+6% +$65.1K ﹤0.01% 1252
2024
Q4 		$1.02M Sell
98,211
-951
-1% -$12.6K ﹤0.01% 1314
2024
Q3 		$1.35M Buy
99,162
+16,377
+20% +$220K ﹤0.01% 1266
2024
Q2 		$1.07M Sell
82,785
-81,573
-50% -$950K ﹤0.01% 1297
2024
Q1 		$1.96M Buy
164,358
+62,754
+62% +$641K ﹤0.01% 1027
2023
Q4 		$846K Buy
101,604
+6,383
+7% +$51.6K ﹤0.01% 1348
2023
Q3 		$690K Buy
95,221
+4,079
+4% +$30.5K ﹤0.01% 1328
2023
Q2 		$719K Sell
91,142
-7,012
-7% -$43.1K ﹤0.01% 1281
2023
Q1 		$467K Sell
98,154
-753
-0.8% -$3.35K ﹤0.01% 1412
2022
Q4 		$403K Buy
+98,907
New +$430K ﹤0.01% 1223

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

Corient Private Wealth's NU Position: Q1 2026 in Review

Corient Private Wealth reduced its Nu Holdings (NU) stake by 39% in Q1 2026, selling an estimated $1.62M and leaving 153,200 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Corient Private Wealth first reported a position in NU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.24M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Corient Private Wealth held 153,200 shares of Nu Holdings worth $2.17M as of Q1 2026.
  • Corient Private Wealth sold 100,000 Nu Holdings shares in Q1 2026, an estimated $1.62M.
  • Nu Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1220 holding.
  • Corient Private Wealth first reported a position in Nu Holdings in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Nu Holdings position peaked at $4.24M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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