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Dynasty Wealth Management’s Nu Holdings NU Stock Holding History

Dynasty Wealth Management’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 		$411K Buy
28,604
+96
+0.3% +$1.56K ﹤0.01% 255
2025
Q4 		$477K Buy
28,508
+1,285
+5% +$20.7K ﹤0.01% 242
2025
Q3 		$436K Buy
+27,223
New +$380K 0.01% 235

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

Dynasty Wealth Management's NU Position: Q1 2026 in Review

Dynasty Wealth Management increased its Nu Holdings (NU) stake by 0.34% in Q1 2026, buying an estimated $1.56K and bringing the position to 28,604 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Dynasty Wealth Management first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $477K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Dynasty Wealth Management held 28,604 shares of Nu Holdings worth $411K as of Q1 2026.
  • Dynasty Wealth Management bought 96 Nu Holdings shares in Q1 2026, an estimated $1.56K.
  • Nu Holdings made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #255 holding.
  • Dynasty Wealth Management first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Nu Holdings position peaked at $477K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.