IC
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IEQ Capital’s Nu Holdings NU Stock Holding History

IEQ Capital’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 		$61.8M Sell
4,298,560
-275,828
-6% -$4.47M 0.29% 65
2025
Q4 		$76.6M Sell
4,574,388
-272,972
-6% -$4.39M 0.23% 49
2025
Q3 		$77.6M Sell
4,847,360
-861
-0% -$12K 0.24% 37
2025
Q2 		$66.5M Buy
4,848,221
+1,144,664
+31% +$13.7M 0.41% 37
2025
Q1 		$37.9M Sell
3,703,557
-121,970
-3% -$1.44M 0.3% 48
2024
Q4 		$39.6M Sell
3,825,527
-504,392
-12% -$6.71M 0.38% 40
2024
Q3 		$59.1M Buy
4,329,919
+184,519
+4% +$2.48M 0.73% 25
2024
Q2 		$53.4M Sell
4,145,400
-347,733
-8% -$4.05M 0.72% 27
2024
Q1 		$53.6M Buy
4,493,133
+2,146,136
+91% +$21.9M 0.77% 23
2023
Q4 		$19.6M Buy
2,346,997
+692,278
+42% +$5.59M 0.33% 49
2023
Q3 		$12M Buy
1,654,719
+48,496
+3% +$363K 0.24% 66
2023
Q2 		$12.7M Sell
1,606,223
-88,018
-5% -$541K 0.26% 66
2023
Q1 		$8.06M Sell
1,694,241
-346,908
-17% -$1.55M 0.19% 89
2022
Q4 		$8.31M Buy
2,041,149
+1,026,253
+101% +$4.46M 0.23% 78
2022
Q3 		$4.47M Buy
1,014,896
+978,820
+2,713% +$4.49M 0.12% 122
2022
Q2 		$135K Buy
+36,076
New +$183K ﹤0.01% 757

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

IEQ Capital's NU Position: Q1 2026 in Review

IEQ Capital reduced its Nu Holdings (NU) stake by 6% in Q1 2026, selling an estimated $4.47M and leaving 4,298,560 shares worth $61.8M. The position accounts for 0.29% of the portfolio, ranked #65.

IEQ Capital first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $77.6M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • IEQ Capital held 4,298,560 shares of Nu Holdings worth $61.8M as of Q1 2026.
  • IEQ Capital sold 275,828 Nu Holdings shares in Q1 2026, an estimated $4.47M.
  • Nu Holdings made up 0.29% of IEQ Capital's portfolio in Q1 2026, its #65 holding.
  • IEQ Capital first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • IEQ Capital's Nu Holdings position peaked at $77.6M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.