JWM
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Jessup Wealth Management’s Nu Holdings NU Stock Holding History

Jessup Wealth Management’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
-4,423
Closed -$74K – 252
2025
Q4 		$74K Buy
+4,423
New +$71.1K 0.02% 127
2025
Q2 		– Sell
-10,289
Closed -$105K – 78
2025
Q1 		$105K Hold
10,289
– – 0.04% 72
2024
Q4 		$107K Hold
10,289
– – 0.05% 69
2024
Q3 		$140K Hold
10,289
– – 0.06% 55
2024
Q2 		$133K Sell
10,289
-8,331
-45% -$97K 0.06% 55
2024
Q1 		$222K Buy
+18,620
New +$190K 0.1% 55

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

Jessup Wealth Management's NU Position: Q1 2026 in Review

Jessup Wealth Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 4,423 shares — an estimated $74K sold.

Jessup Wealth Management first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $222K in Q1 2024. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Jessup Wealth Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 4,423 Nu Holdings shares in Q1 2026, an estimated $74K.
  • Jessup Wealth Management first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
  • Jessup Wealth Management's Nu Holdings position peaked at $222K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.