FP
NU icon

Financial Perspectives’s Nu Holdings NU Stock Holding History

Financial Perspectives’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 		$542K Hold
37,725
– – 0.15% 88
2025
Q4 		$632K Buy
37,725
+208
+0.6% +$3.34K 0.17% 79
2025
Q3 		$601K Hold
37,517
– – 0.17% 81
2025
Q2 		$515K Buy
37,517
+4,598
+14% +$55.1K 0.16% 86
2025
Q1 		$337K Buy
32,919
+2,352
+8% +$27.8K 0.12% 103
2024
Q4 		$317K Buy
30,567
+2,415
+9% +$32.1K 0.11% 107
2024
Q3 		$384K Buy
28,152
+488
+2% +$6.57K 0.13% 94
2024
Q2 		$357K Buy
27,664
+2,080
+8% +$24.2K 0.13% 94
2024
Q1 		$305K Buy
25,584
+2,692
+12% +$27.5K 0.12% 109
2023
Q4 		$191K Buy
22,892
+6,760
+42% +$54.6K 0.08% 143
2023
Q3 		$117K Buy
16,132
+2,034
+14% +$15.2K 0.05% 167
2023
Q2 		$111K Buy
14,098
+1,947
+16% +$12K 0.05% 180
2023
Q1 		$57.8K Hold
12,151
– – 0.03% 247
2022
Q4 		$49.5K Buy
12,151
+2,946
+32% +$12.8K 0.03% 249
2022
Q3 		$40.5K Buy
9,205
+5,233
+132% +$24K 0.02% 261
2022
Q2 		$14.9K Buy
3,972
+1,750
+79% +$8.88K 0.01% 387
2022
Q1 		$17.2K Buy
+2,222
New +$17.8K 0.01% 393

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

Financial Perspectives's NU Position: Q1 2026 in Review

Financial Perspectives held its Nu Holdings (NU) position steady in Q1 2026 at 37,725 shares worth $542K. The position accounts for 0.15% of the portfolio, ranked #88.

Financial Perspectives first reported a position in NU in Q1 2022 and has held it in 17 quarters since. The position peaked at $632K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Financial Perspectives held 37,725 shares of Nu Holdings worth $542K as of Q1 2026.
  • Financial Perspectives left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.15% of Financial Perspectives's portfolio in Q1 2026, its #88 holding.
  • Financial Perspectives first reported a position in Nu Holdings in Q1 2022 and has held it in 17 quarters since.
  • Financial Perspectives's Nu Holdings position peaked at $632K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.