J. Goldman & Co’s Nu Holdings NU Stock Holding History

J. Goldman & Co’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	$2.03M	Buy	+141,500	New	+$2.29M	0.06%	317
2025 Q4	–	Sell	-50,000	Closed	-$801K	–	681
2025 Q3	$801K	Sell	50,000 -261,200	-84%	-$3.64M	0.02%	348
2025 Q2	$4.27M	Buy	+311,200	New	+$3.73M	0.1%	214
2025 Q1	–	Sell	-28,004	Closed	-$290K	–	578
2024 Q4	$290K	Buy	+28,004	New	+$372K	0.01%	392
2024 Q3	–	Sell	-307,200	Closed	-$3.96M	–	574
2024 Q2	$3.96M	Buy	+307,200	New	+$3.58M	0.11%	191
2023 Q4	–	Sell	-32,550	Closed	-$236K	–	432
2023 Q3	$236K	Buy	+32,550	New	+$244K	0.01%	310
2023 Q1	–	Sell	-990,000	Closed	-$4.03M	–	444
2022 Q4	$4.03M	Buy	990,000 +871,785	+737%	+$3.79M	0.2%	119
2022 Q3	$520K	Sell	118,215 -65,228	-36%	-$299K	0.02%	293
2022 Q2	$686K	Buy	+183,443	New	+$931K	0.03%	268

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

J. Goldman & Co's NU Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Nu Holdings (NU) in Q1 2026: 141,500 shares worth $2.03M. The stake represents 0.06% of the portfolio and ranks #317 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in NU as recently as Q3 2025.

J. Goldman & Co first reported a position in NU in Q2 2022 and has held it in 9 quarters since. The position peaked at $4.27M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

J. Goldman & Co held 141,500 shares of Nu Holdings worth $2.03M as of Q1 2026.
Nu Holdings was a new J. Goldman & Co position in Q1 2026.
Nu Holdings made up 0.06% of J. Goldman & Co's portfolio in Q1 2026, its #317 holding.
J. Goldman & Co first reported a position in Nu Holdings in Q2 2022 and has held it in 9 quarters since.
J. Goldman & Co's Nu Holdings position peaked at $4.27M in Q2 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.