EA
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Emerald Advisers’s Nu Holdings NU Stock Holding History

Emerald Advisers’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 		$298K Hold
20,752
– – 0.01% 200
2025
Q4 		$347K Sell
20,752
-932
-4% -$15K 0.01% 197
2025
Q3 		$347K Sell
21,684
-3,152
-13% -$44K 0.01% 205
2025
Q2 		$341K Sell
24,836
-7,923
-24% -$94.9K 0.01% 199
2025
Q1 		$335K Sell
32,759
-31,772
-49% -$375K 0.02% 187
2024
Q4 		$669K Buy
64,531
+10,481
+19% +$139K 0.03% 156
2024
Q3 		$738K Buy
54,050
+15,691
+41% +$211K 0.03% 152
2024
Q2 		$494K Buy
+38,359
New +$447K 0.02% 176

Other funds holding NU

BlackRock
BlackRock New York $5.7T 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 $1.47T 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