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High Note Wealth’s Nu Holdings NU Stock Holding History

High Note 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 		$144 Hold
10
– – ﹤0.01% 915
2025
Q4 		$167 Hold
10
– – ﹤0.01% 880
2025
Q3 		$160 Sell
10
-15
-60% -$209 ﹤0.01% 829
2025
Q2 		$343 Hold
25
– – ﹤0.01% 784
2025
Q1 		$256 Buy
+25
New +$295 ﹤0.01% 786

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

High Note Wealth's NU Position: Q1 2026 in Review

High Note Wealth held its Nu Holdings (NU) position steady in Q1 2026 at 10 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #915.

High Note Wealth first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $343 in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • High Note Wealth held 10 shares of Nu Holdings worth $144 as of Q1 2026.
  • High Note Wealth left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #915 holding.
  • High Note Wealth first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • High Note Wealth's Nu Holdings position peaked at $343 in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.