Creative Planning
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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 		– Sell
-80,000
Closed -$80 – 4168
2025
Q4 		$80 Hold
80,000
– – ﹤0.01% 3890
2025
Q3 		$10.1K Sell
80,000
-108,500
-58% -$1.51M ﹤0.01% 3843
2025
Q2 		$1.36K Sell
188,500
-19,500
-9% -$233K ﹤0.01% 3665
2025
Q1 		$103K Sell
208,000
-83,400
-29% -$986K ﹤0.01% 3251
2024
Q4 		$501K Buy
+291,400
New +$3.88M ﹤0.01% 2222
2024
Q2 		– Sell
-387,200
Closed -$9.68K – 3139
2024
Q1 		$9.68K Sell
387,200
-112,900
-23% -$1.15M ﹤0.01% 2868
2023
Q4 		$1.95K Hold
500,100
– – ﹤0.01% 2736
2023
Q3 		$49.5K Buy
500,100
+247,400
+98% +$1.85M ﹤0.01% 2481
2023
Q2 		$10.1K Sell
252,700
-145,200
-36% -$892K ﹤0.01% 2544
2023
Q1 		$106K Buy
397,900
+257,600
+184% +$1.15M ﹤0.01% 2247
2022
Q4 		$24.6K Buy
+140,300
New +$610K ﹤0.01% 2304

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.