D.A. Davidson & Co’s Nu Holdings NU Stock Holding History

D.A. Davidson & Co’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	$197K	Sell	13,741 -181	-1%	-$2.93K	﹤0.01%	1508
2025 Q4	$233K	Sell	13,922 -723	-5%	-$11.6K	﹤0.01%	1408
2025 Q3	$234K	Sell	14,645 -300	-2%	-$4.18K	﹤0.01%	1391
2025 Q2	$205K	Sell	14,945 -17,650	-54%	-$211K	﹤0.01%	1355
2025 Q1	$334K	Buy	32,595 +1,535	+5%	+$18.1K	﹤0.01%	1169
2024 Q4	$322K	Buy	31,060 +14,239	+85%	+$189K	﹤0.01%	1179
2024 Q3	$230K	Sell	16,821 -1,142	-6%	-$15.4K	﹤0.01%	1264
2024 Q2	$232K	Hold	17,963	–	–	﹤0.01%	1245
2024 Q1	$214K	Buy	+17,963	New	+$183K	﹤0.01%	1280

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

D.A. Davidson & Co's NU Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Nu Holdings (NU) stake by 1.3% in Q1 2026, selling an estimated $2.93K and leaving 13,741 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

D.A. Davidson & Co first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q1 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

D.A. Davidson & Co held 13,741 shares of Nu Holdings worth $197K as of Q1 2026.
D.A. Davidson & Co sold 181 Nu Holdings shares in Q1 2026, an estimated $2.93K.
Nu Holdings made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1508 holding.
D.A. Davidson & Co first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
D.A. Davidson & Co's Nu Holdings position peaked at $334K in Q1 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.