FDx Advisors’s Nu Holdings NU Stock Holding History

FDx Advisors’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	$439K	Buy	+30,558	New	+$495K	0.14%	105
2025 Q4	–	Sell	-29,562	Closed	-$476K	–	144
2025 Q3	$476K	Sell	29,562 -3,234	-10%	-$45.1K	0.14%	95
2025 Q2	$450K	Sell	32,796 -1,314	-4%	-$15.7K	0.14%	98
2025 Q1	$349K	Sell	34,110 -184	-0.5%	-$2.17K	0.11%	110
2024 Q4	$355K	Sell	34,294 -6,321	-16%	-$84.1K	0.1%	124
2024 Q3	$554K	Sell	40,615 -1,328	-3%	-$17.9K	0.15%	96
2024 Q2	$541K	Sell	41,943 -3,870	-8%	-$45.1K	0.15%	92
2024 Q1	$547K	Buy	45,813 +33,347	+268%	+$341K	0.08%	196
2023 Q4	$104K	Buy	+12,466	New	+$101K	0.01%	664

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

FDx Advisors's NU Position: Q1 2026 in Review

FDx Advisors opened a new position in Nu Holdings (NU) in Q1 2026: 30,558 shares worth $439K. The stake represents 0.14% of the portfolio and ranks #105 among its holdings. This is a return to the name: FDx Advisors previously reported a position in NU as recently as Q3 2025.

FDx Advisors first reported a position in NU in Q4 2023 and has held it in 9 quarters since. The position peaked at $554K in Q3 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

FDx Advisors held 30,558 shares of Nu Holdings worth $439K as of Q1 2026.
Nu Holdings was a new FDx Advisors position in Q1 2026.
Nu Holdings made up 0.14% of FDx Advisors's portfolio in Q1 2026, its #105 holding.
FDx Advisors first reported a position in Nu Holdings in Q4 2023 and has held it in 9 quarters since.
FDx Advisors's Nu Holdings position peaked at $554K in Q3 2024.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.