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Investment Management Associates’s Nu Holdings NU Stock Holding History

Investment Management Associates’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 		$15.4M Buy
1,073,617
+144,894
+16% +$2.35M 3.67% 12
2025
Q4 		$15.5M Buy
928,723
+430,383
+86% +$6.92M 4.29% 11
2025
Q3 		$7.98M Buy
+498,340
New +$6.95M 2.35% 16

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

Investment Management Associates's NU Position: Q1 2026 in Review

Investment Management Associates increased its Nu Holdings (NU) stake by 16% in Q1 2026, buying an estimated $2.35M and bringing the position to 1,073,617 shares worth $15.4M. The position accounts for 3.67% of the portfolio, ranked #12.

Investment Management Associates first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.5M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Investment Management Associates held 1,073,617 shares of Nu Holdings worth $15.4M as of Q1 2026.
  • Investment Management Associates bought 144,894 Nu Holdings shares in Q1 2026, an estimated $2.35M.
  • Nu Holdings made up 3.67% of Investment Management Associates's portfolio in Q1 2026, its #12 holding.
  • Investment Management Associates first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Investment Management Associates's Nu Holdings position peaked at $15.5M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Investment Management Associates's 13F filing for Q1 2026, filed 7 May 2026.