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Inspire Advisors’s Nu Holdings NU Stock Holding History

Inspire Advisors’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 		$309K Sell
21,531
-3,830
-15% -$62.1K 0.03% 457
2025
Q4 		$425K Sell
25,361
-16,735
-40% -$269K 0.04% 359
2025
Q3 		$674K Buy
+42,096
New +$587K 0.06% 240

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

Inspire Advisors's NU Position: Q1 2026 in Review

Inspire Advisors reduced its Nu Holdings (NU) stake by 15% in Q1 2026, selling an estimated $62.1K and leaving 21,531 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #457.

Inspire Advisors first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $674K in Q3 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Inspire Advisors held 21,531 shares of Nu Holdings worth $309K as of Q1 2026.
  • Inspire Advisors sold 3,830 Nu Holdings shares in Q1 2026, an estimated $62.1K.
  • Nu Holdings made up 0.03% of Inspire Advisors's portfolio in Q1 2026, its #457 holding.
  • Inspire Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Inspire Advisors's Nu Holdings position peaked at $674K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.