IAA
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Independent Advisor Alliance’s Nu Holdings NU Stock Holding History

Independent Advisor Alliance’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
-10,677
Closed -$179K – 1642
2025
Q4 		$179K Buy
+10,677
New +$172K ﹤0.01% 946
2025
Q2 		– Sell
-10,699
Closed -$110K – 915
2025
Q1 		$110K Buy
+10,699
New +$126K ﹤0.01% 785
2024
Q1 		– Sell
-11,900
Closed -$99.1K – 725
2023
Q4 		$99.1K Buy
+11,900
New +$96.2K ﹤0.01% 657

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

Independent Advisor Alliance's NU Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 10,677 shares — an estimated $179K sold.

Independent Advisor Alliance first reported a position in NU in Q4 2023 and held it in 3 quarters. The position peaked at $179K in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,677 Nu Holdings shares in Q1 2026, an estimated $179K.
  • Independent Advisor Alliance first reported a position in Nu Holdings in Q4 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's Nu Holdings position peaked at $179K in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.