GWM
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Gibbs Wealth Management’s Nu Holdings NU Stock Holding History

Gibbs Wealth 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 		$278K Sell
19,325
-2,382
-11% -$38.6K 0.04% 398
2025
Q4 		$379K Sell
21,707
-3,555
-14% -$57.1K 0.09% 240
2025
Q3 		$404K Sell
25,262
-7,066
-22% -$98.6K 0.09% 229
2025
Q2 		$444K Buy
32,328
+5,915
+22% +$70.8K 0.09% 243
2025
Q1 		$270K Buy
26,413
+10,122
+62% +$120K 0.07% 266
2024
Q4 		$169K Buy
+16,291
New +$217K 0.05% 281

Other funds holding NU

BlackRock
BlackRock New York $5.7T 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 $1.47T 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