EH
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Equitable Holdings’s Nu Holdings NU Stock Holding History

Equitable Holdings’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 		$870K Buy
52,203
+21,078
+68% +$342K 0.01% 1028
2025
Q4 		$521K Buy
+31,125
New +$500K ﹤0.01% 1090
2024
Q4 		– Sell
-32,171
Closed -$439K – 1322
2024
Q3 		$439K Buy
32,171
+2,558
+9% +$34.4K ﹤0.01% 914
2024
Q2 		$382K Hold
29,613
– – ﹤0.01% 920
2024
Q1 		$353K Buy
29,613
+100
+0.3% +$1.02K ﹤0.01% 909
2023
Q4 		$246K Hold
29,513
– – ﹤0.01% 995
2023
Q3 		$214K Sell
29,513
-3,500
-11% -$26.2K ﹤0.01% 986
2023
Q2 		$260K Hold
33,013
– – ﹤0.01% 904
2023
Q1 		$157K Buy
+33,013
New +$147K ﹤0.01% 942

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

Equitable Holdings's NU Position: Q1 2026 in Review

Equitable Holdings increased its Nu Holdings (NU) stake by 68% in Q1 2026, buying an estimated $342K and bringing the position to 52,203 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #1028.

Equitable Holdings first reported a position in NU in Q1 2023 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Equitable Holdings held 52,203 shares of Nu Holdings worth $870K as of Q1 2026.
  • Equitable Holdings bought 21,078 Nu Holdings shares in Q1 2026, an estimated $342K.
  • Nu Holdings made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1028 holding.
  • Equitable Holdings first reported a position in Nu Holdings in Q1 2023 and has held it in 9 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.