Financial Gravity Asset Management’s Nu Holdings NU Stock Holding History

Financial Gravity 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	$12K	Buy	+838	New	+$13.6K	﹤0.01%	538

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's NU Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Nu Holdings (NU) in Q1 2026: 838 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

905 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Financial Gravity Asset Management held 838 shares of Nu Holdings worth $12K as of Q1 2026.
Nu Holdings was a new Financial Gravity Asset Management position in Q1 2026.
Nu Holdings made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #538 holding.
905 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.