FGAM
NU icon

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
2024
Q2 		– Sell
-34
Closed -$404 – 2090
2024
Q1 		$404 Buy
+34
New +$347 ﹤0.01% 1422

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
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. This is a return to the name: Financial Gravity Asset Management previously reported a position in NU as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in NU in Q1 2024 and has held it in 2 quarters since. 903 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.
  • Financial Gravity Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 2 quarters since.
  • 903 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.