Insigneo Advisory Services’s Nu Holdings NU Stock Holding History

Insigneo Advisory Services’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	$709K	Buy	49,364 +15,311	+45%	+$248K	0.05%	284
2025 Q4	$570K	Sell	34,053 -58,713	-63%	-$944K	0.04%	333
2025 Q3	$1.49M	Buy	92,766 +35,485	+62%	+$495K	0.1%	154
2025 Q2	$786K	Buy	57,281 +15,818	+38%	+$189K	0.07%	228
2025 Q1	$425K	Buy	41,463 +14,889	+56%	+$176K	0.04%	340
2024 Q4	$275K	Sell	26,574 -1,380	-5%	-$18.4K	0.03%	439
2024 Q3	$382K	Buy	27,954 +8,113	+41%	+$109K	0.04%	379
2024 Q2	$212K	Buy	19,841 +2,410	+14%	+$28.1K	0.02%	492
2024 Q1	$208K	Buy	+17,431	New	+$178K	0.02%	453

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

Insigneo Advisory Services's NU Position: Q1 2026 in Review

Insigneo Advisory Services increased its Nu Holdings (NU) stake by 45% in Q1 2026, buying an estimated $248K and bringing the position to 49,364 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #284.

Insigneo Advisory Services first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Insigneo Advisory Services held 49,364 shares of Nu Holdings worth $709K as of Q1 2026.
Insigneo Advisory Services bought 15,311 Nu Holdings shares in Q1 2026, an estimated $248K.
Nu Holdings made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #284 holding.
Insigneo Advisory Services first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Nu Holdings position peaked at $1.49M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.