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Horizon Investments’s Nu Holdings NU Stock Holding History

Horizon Investments’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 		$379K Buy
26,388
+8,742
+50% +$142K ﹤0.01% 896
2025
Q4 		$295K Buy
17,646
+1,390
+9% +$22.3K ﹤0.01% 913
2025
Q3 		$260K Buy
+16,256
New +$227K ﹤0.01% 894

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 $1.66T 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 $3.37T AUM 44.26% 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

Horizon Investments's NU Position: Q1 2026 in Review

Horizon Investments increased its Nu Holdings (NU) stake by 50% in Q1 2026, buying an estimated $142K and bringing the position to 26,388 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Horizon Investments first reported a position in NU in Q3 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Horizon Investments held 26,388 shares of Nu Holdings worth $379K as of Q1 2026.
  • Horizon Investments bought 8,742 Nu Holdings shares in Q1 2026, an estimated $142K.
  • Nu Holdings made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #896 holding.
  • Horizon Investments first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.