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Evergreen Capital Management’s Nu Holdings NU Stock Holding History

Evergreen Capital 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 		– Sell
-3,000
Closed -$50.2K – 1591
2025
Q4 		$50.2K Buy
+3,000
New +$48.2K ﹤0.01% 1397
2025
Q3 		– Hold
0
– – – 1302

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

Evergreen Capital Management's NU Position: Q1 2026 in Review

Evergreen Capital Management reduced its Nu Holdings (NU) stake by 1.2% in Q1 2026, selling an estimated $6.66K and leaving 32,725 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #825.

Evergreen Capital Management first reported a position in NU in Q4 2022 and has held it in 14 quarters since. The position peaked at $555K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Evergreen Capital Management held 32,725 shares of Nu Holdings worth $470K as of Q1 2026.
  • Evergreen Capital Management sold 411 Nu Holdings shares in Q1 2026, an estimated $6.66K.
  • Nu Holdings made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #825 holding.
  • Evergreen Capital Management first reported a position in Nu Holdings in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's Nu Holdings position peaked at $555K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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