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Greenline Wealth Management’s Nu Holdings NU Stock Holding History

Greenline 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 		– Sell
-295
Closed -$4.94K – 366
2025
Q4 		$4.94K Buy
+295
New +$4.74K 0.01% 394

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Greenline Wealth Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 295 shares — an estimated $4.94K sold.

Greenline Wealth Management first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $4.94K in Q4 2025. 904 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Greenline Wealth Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 295 Nu Holdings shares in Q1 2026, an estimated $4.94K.
  • Greenline Wealth Management first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Nu Holdings position peaked at $4.94K in Q4 2025.
  • 904 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.