Diversify Advisory Services’s Nu Holdings NU Stock Holding History

Diversify Advisory Services’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	$544K	Sell	38,742 -8,963	-19%	-$145K	0.08%	110
2025 Q4	$792K	Buy	47,705 +24,707	+107%	+$397K	0.03%	461
2025 Q3	$371K	Sell	22,998 -380	-2%	-$5.3K	0.01%	655
2025 Q2	$286K	Buy	+23,378	New	+$280K	0.01%	695
2024 Q3	–	Sell	-65,104	Closed	-$856K	–	665
2024 Q2	$856K	Buy	+65,104	New	+$758K	0.05%	277

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

Diversify Advisory Services's NU Position: Q1 2026 in Review

Diversify Advisory Services reduced its Nu Holdings (NU) stake by 19% in Q1 2026, selling an estimated $145K and leaving 38,742 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #110.

Diversify Advisory Services first reported a position in NU in Q2 2024 and has held it in 5 quarters since. The position peaked at $856K in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Diversify Advisory Services held 38,742 shares of Nu Holdings worth $544K as of Q1 2026.
Diversify Advisory Services sold 8,963 Nu Holdings shares in Q1 2026, an estimated $145K.
Nu Holdings made up 0.08% of Diversify Advisory Services's portfolio in Q1 2026, its #110 holding.
Diversify Advisory Services first reported a position in Nu Holdings in Q2 2024 and has held it in 5 quarters since.
Diversify Advisory Services's Nu Holdings position peaked at $856K in Q2 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.