Jordan Park Group’s Nu Holdings NU Stock Holding History

Jordan Park Group’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	$12.3M	Hold	854,421	–	–	0.65%	21
2025 Q4	$14.3M	Sell	854,421 -1,104,421	-56%	-$17.7M	0.83%	17
2025 Q3	$13.7M	Buy	1,958,842 +1,104,421	+129%	+$15.4M	0.78%	18
2025 Q2	$11.7M	Hold	854,421	–	–	0.76%	16
2025 Q1	$8.75M	Hold	854,421	–	–	0.64%	18
2024 Q4	$8.85M	Buy	854,421 +395,429	+86%	+$5.26M	0.65%	18
2024 Q3	$6.27M	Hold	458,992	–	–	0.43%	20
2024 Q2	$5.92M	Hold	458,992	–	–	0.45%	19
2024 Q1	$5.48M	Hold	458,992	–	–	0.35%	23
2023 Q4	$3.82M	Hold	458,992	–	–	0.26%	24
2023 Q3	$3.33M	Hold	458,992	–	–	0.24%	24
2023 Q2	$3.62M	Hold	458,992	–	–	0.24%	25
2023 Q1	$2.18M	Hold	458,992	–	–	0.14%	25
2022 Q4	$1.87M	Buy	+458,992	New	+$1.99M	0.15%	25
2022 Q1	–	Sell	-555,043	Closed	-$5M	–	38
2021 Q4	$5M	Buy	+555,043	New	+$5.45M	0.36%	18

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

Jordan Park Group's NU Position: Q1 2026 in Review

Jordan Park Group held its Nu Holdings (NU) position steady in Q1 2026 at 854,421 shares worth $12.3M. The position accounts for 0.65% of the portfolio, ranked #21.

Jordan Park Group first reported a position in NU in Q4 2021 and has held it in 15 quarters since. The position peaked at $14.3M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Jordan Park Group held 854,421 shares of Nu Holdings worth $12.3M as of Q1 2026.
Jordan Park Group left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.65% of Jordan Park Group's portfolio in Q1 2026, its #21 holding.
Jordan Park Group first reported a position in Nu Holdings in Q4 2021 and has held it in 15 quarters since.
Jordan Park Group's Nu Holdings position peaked at $14.3M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.