Creative Planning
NU icon

Creative Planning’s Nu Holdings NU Stock Holding History

Creative 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 		$8.28M Sell
575,988
-103,462
-15% -$1.68M 0.01% 819
2025
Q4 		$11.4M Buy
679,450
+53,356
+9% +$858K 0.01% 567
2025
Q3 		$10M Sell
626,094
-45,391
-7% -$633K 0.01% 562
2025
Q2 		$9.21M Buy
671,485
+274,534
+69% +$3.29M 0.01% 535
2025
Q1 		$4.06M Sell
396,951
-8,413
-2% -$99.4K ﹤0.01% 795
2024
Q4 		$4.2M Sell
405,364
-440,273
-52% -$5.86M ﹤0.01% 724
2024
Q3 		$6.88M Buy
845,637
+427,013
+102% +$5.74M 0.01% 544
2024
Q2 		$5.4M Buy
418,624
+10,873
+3% +$127K 0.01% 591
2024
Q1 		$4.86M Sell
407,751
-170,944
-30% -$1.75M 0.01% 610
2023
Q4 		$4.82M Sell
578,695
-101,846
-15% -$823K 0.01% 574
2023
Q3 		$4.93M Buy
680,541
+404,852
+147% +$3.03M 0.01% 543
2023
Q2 		$2.18M Sell
275,689
-135,067
-33% -$830K ﹤0.01% 780
2023
Q1 		$1.96M Buy
410,756
+214,845
+110% +$957K ﹤0.01% 784
2022
Q4 		$797K Buy
195,911
+106,496
+119% +$463K ﹤0.01% 1148
2022
Q3 		$393K Buy
+89,415
New +$410K ﹤0.01% 1483

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

Creative Planning's NU Position: Q1 2026 in Review

Creative Planning reduced its Nu Holdings (NU) stake by 15% in Q1 2026, selling an estimated $1.68M and leaving 575,988 shares worth $8.28M. The position accounts for 0.01% of the portfolio, ranked #819.

Creative Planning first reported a position in NU in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Creative Planning held 575,988 shares of Nu Holdings worth $8.28M as of Q1 2026.
  • Creative Planning sold 103,462 Nu Holdings shares in Q1 2026, an estimated $1.68M.
  • Nu Holdings made up 0.01% of Creative Planning's portfolio in Q1 2026, its #819 holding.
  • Creative Planning first reported a position in Nu Holdings in Q3 2022 and has held it in 15 quarters since.
  • Creative Planning's Nu Holdings position peaked at $11.4M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.