Eschler Asset Management’s Nu Holdings NU Stock Holding History

Eschler Asset 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	$1.01M	Hold	70,000	–	–	1%	18
2025 Q4	$1.17M	Sell	70,000 -15,615	-18%	-$251K	0.79%	27
2025 Q3	$1.37M	Sell	85,615 -73,119	-46%	-$1.02M	1.02%	17
2025 Q2	$2.18M	Buy	+158,734	New	+$1.9M	1.64%	15
2024 Q2	–	Sell	-116,475	Closed	-$1.39M	–	93
2024 Q1	$1.39M	Buy	+116,475	New	+$1.19M	0.9%	26
2023 Q4	–	Sell	-80,736	Closed	-$585K	–	91
2023 Q3	$585K	Buy	+80,736	New	+$604K	0.68%	35

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

Eschler Asset Management's NU Position: Q1 2026 in Review

Eschler Asset Management held its Nu Holdings (NU) position steady in Q1 2026 at 70,000 shares worth $1.01M. The position accounts for 1% of the portfolio, ranked #18.

Eschler Asset Management first reported a position in NU in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Eschler Asset Management held 70,000 shares of Nu Holdings worth $1.01M as of Q1 2026.
Eschler Asset Management left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 1% of Eschler Asset Management's portfolio in Q1 2026, its #18 holding.
Eschler Asset Management first reported a position in Nu Holdings in Q3 2023 and has held it in 6 quarters since.
Eschler Asset Management's Nu Holdings position peaked at $2.18M in Q2 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Eschler Asset Management's 13F filing for Q1 2026, filed 15 May 2026.