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Gladstone Institutional Advisory’s Nu Holdings NU Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-23,574
Closed -$395K – 871
2025
Q4 		$395K Sell
23,574
-28,409
-55% -$457K 0.01% 552
2025
Q3 		$832K Buy
51,983
+2,461
+5% +$34.3K 0.03% 410
2025
Q2 		$679K Buy
49,522
+2,108
+4% +$25.2K 0.03% 421
2025
Q1 		$486K Buy
47,414
+9,422
+25% +$111K 0.02% 474
2024
Q4 		$394K Buy
37,992
+21,592
+132% +$287K 0.02% 528
2024
Q3 		$224K Buy
16,400
+377
+2% +$5.07K 0.01% 631
2024
Q2 		$207K Buy
16,023
+5,646
+54% +$65.7K 0.01% 622
2024
Q1 		$124K Sell
10,377
-4,903
-32% -$50.1K 0.01% 621
2023
Q4 		$127K Buy
15,280
+1,625
+12% +$13.1K 0.01% 642
2023
Q3 		$99K Buy
13,655
+2,786
+26% +$20.8K 0.01% 601
2023
Q2 		$85.8K Buy
+10,869
New +$66.8K 0.01% 618

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

Gladstone Institutional Advisory's NU Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 23,574 shares — an estimated $395K sold.

Gladstone Institutional Advisory first reported a position in NU in Q2 2023 and held it in 11 quarters. The position peaked at $832K in Q3 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 23,574 Nu Holdings shares in Q1 2026, an estimated $395K.
  • Gladstone Institutional Advisory first reported a position in Nu Holdings in Q2 2023 and held it in 11 quarters.
  • Gladstone Institutional Advisory's Nu Holdings position peaked at $832K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.