HighPoint Advisor Group’s Nu Holdings NU Stock Holding History

HighPoint Advisor Group’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	-11,795	Closed	-$197K	–	911
2025 Q4	$197K	Buy	+11,795	New	+$190K	﹤0.01%	1032
2025 Q1	–	Sell	-16,287	Closed	-$227K	–	683
2024 Q4	$227K	Buy	16,287 +2,292	+16%	+$30.5K	0.01%	604
2024 Q3	$201K	Buy	+13,995	New	+$188K	0.01%	625

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HighPoint Advisor Group's NU Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 11,795 shares — an estimated $197K sold.

HighPoint Advisor Group first reported a position in NU in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

HighPoint Advisor Group reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 11,795 Nu Holdings shares in Q1 2026, an estimated $197K.
HighPoint Advisor Group first reported a position in Nu Holdings in Q3 2024 and held it in 3 quarters.
HighPoint Advisor Group's Nu Holdings position peaked at $227K in Q4 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.