Crewe Advisors’s Nu Holdings NU Stock Holding History

Crewe 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	–	Sell	-98	Closed	-$1.64K	–	1107
2025 Q4	$1.64K	Buy	+98	New	+$1.57K	﹤0.01%	916
2025 Q2	–	Sell	-1,900	Closed	-$19.5K	–	813
2025 Q1	$19.5K	Buy	+1,900	New	+$22.5K	﹤0.01%	351

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 $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crewe Advisors's NU Position: Q1 2026 in Review

Crewe Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 98 shares — an estimated $1.64K sold.

Crewe Advisors first reported a position in NU in Q1 2025 and held it in 2 quarters. The position peaked at $19.5K in Q1 2025. 904 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Crewe Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 98 Nu Holdings shares in Q1 2026, an estimated $1.64K.
Crewe Advisors first reported a position in Nu Holdings in Q1 2025 and held it in 2 quarters.
Crewe Advisors's Nu Holdings position peaked at $19.5K in Q1 2025.
904 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.