Focus Partners Wealth
NU icon

Focus Partners Wealth’s Nu Holdings NU Stock Holding History

Focus Partners Wealth’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 		$41.8M Sell
2,856,528
-3,348,802
-54% -$54.3M 0.05% 328
2025
Q4 		$104M Buy
6,205,330
+1,748,586
+39% +$28.1M 0.12% 179
2025
Q3 		$71.4M Sell
4,456,744
-1,671,830
-27% -$23.3M 0.12% 155
2025
Q2 		$84.1M Buy
6,128,574
+4,668,447
+320% +$55.9M 0.18% 124
2025
Q1 		$15M Sell
1,460,127
-1,031,428
-41% -$12.2M 0.04% 387
2024
Q4 		$25.8M Buy
+2,491,555
New +$33.1M 0.07% 270
2024
Q3 		– Sell
-2,454,149
Closed -$31.6M – 1675
2024
Q2 		$31.6M Buy
2,454,149
+160
+0% +$1.86K 0.11% 187
2024
Q1 		$29.3M Buy
+2,453,989
New +$25.1M 0.24% 109

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

Focus Partners Wealth's NU Position: Q1 2026 in Review

Focus Partners Wealth reduced its Nu Holdings (NU) stake by 54% in Q1 2026, selling an estimated $54.3M and leaving 2,856,528 shares worth $41.8M. The position accounts for 0.05% of the portfolio, ranked #328.

Focus Partners Wealth first reported a position in NU in Q1 2024 and has held it in 8 quarters since. The position peaked at $104M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Focus Partners Wealth held 2,856,528 shares of Nu Holdings worth $41.8M as of Q1 2026.
  • Focus Partners Wealth sold 3,348,802 Nu Holdings shares in Q1 2026, an estimated $54.3M.
  • Nu Holdings made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #328 holding.
  • Focus Partners Wealth first reported a position in Nu Holdings in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Nu Holdings position peaked at $104M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.