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 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

Gibbs Wealth Management's NU Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Nu Holdings (NU) stake by 11% in Q1 2026, selling an estimated $38.6K and leaving 19,325 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #398.

Gibbs Wealth Management first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q2 2025. 905 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Gibbs Wealth Management held 19,325 shares of Nu Holdings worth $278K as of Q1 2026.
Gibbs Wealth Management sold 2,382 Nu Holdings shares in Q1 2026, an estimated $38.6K.
Nu Holdings made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #398 holding.
Gibbs Wealth Management first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
Gibbs Wealth Management's Nu Holdings position peaked at $444K in Q2 2025.
905 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.