Facet Wealth Inc
NU icon

Facet Wealth Inc’s Nu Holdings NU Stock Holding History

Facet Wealth Inc’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
Q3 		$185K Buy
+14,590
New +$207K ﹤0.01% 460
2022
Q4 		– Sell
-17,239
Closed -$83K – 71
2022
Q3 		$83K Buy
+17,239
New +$79.1K 0.01% 68

Other funds holding NU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Facet Wealth Inc's NU Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in Nu Holdings (NU) in Q3 2026: 14,590 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Facet Wealth Inc previously reported a position in NU as recently as Q3 2022.

Facet Wealth Inc first reported a position in NU in Q3 2022 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Facet Wealth Inc held 14,590 shares of Nu Holdings worth $185K as of Q3 2026.
  • Nu Holdings was a new Facet Wealth Inc position in Q3 2026.
  • Nu Holdings made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #460 holding.
  • Facet Wealth Inc first reported a position in Nu Holdings in Q3 2022 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.