Kestra Advisory Services’s Nu Holdings NU Stock Holding History

Kestra Advisory Services’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	$591K	Sell	41,131 -34,376	-46%	-$557K	﹤0.01%	2093
2025 Q4	$1.26M	Buy	75,507 +23,162	+44%	+$372K	0.01%	1490
2025 Q3	$838K	Sell	52,345 -3,935	-7%	-$54.9K	﹤0.01%	1705
2025 Q2	$772K	Buy	56,280 +1,539	+3%	+$18.4K	﹤0.01%	1657
2025 Q1	$561K	Buy	54,741 +11,451	+26%	+$135K	﹤0.01%	1749
2024 Q4	$448K	Buy	43,290 +7,294	+20%	+$97K	﹤0.01%	1944
2024 Q3	$491K	Sell	35,996 -4,138	-10%	-$55.7K	﹤0.01%	1777
2024 Q2	$517K	Buy	40,134 +4,875	+14%	+$56.8K	﹤0.01%	1756
2024 Q1	$421K	Buy	35,259 +19,450	+123%	+$199K	﹤0.01%	1775
2023 Q4	$132K	Sell	15,809 -130	-0.8%	-$1.05K	﹤0.01%	2171
2023 Q3	$116K	Buy	15,939 +1,055	+7%	+$7.89K	﹤0.01%	2006
2023 Q2	$117K	Sell	14,884 -1,377	-8%	-$8.46K	﹤0.01%	1986
2023 Q1	$77.4K	Buy	16,261 +1,844	+13%	+$8.22K	﹤0.01%	1974
2022 Q4	$58.7K	Buy	+14,417	New	+$62.7K	﹤0.01%	2172

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

Kestra Advisory Services's NU Position: Q1 2026 in Review

Kestra Advisory Services reduced its Nu Holdings (NU) stake by 46% in Q1 2026, selling an estimated $557K and leaving 41,131 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Kestra Advisory Services first reported a position in NU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Kestra Advisory Services held 41,131 shares of Nu Holdings worth $591K as of Q1 2026.
Kestra Advisory Services sold 34,376 Nu Holdings shares in Q1 2026, an estimated $557K.
Nu Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2093 holding.
Kestra Advisory Services first reported a position in Nu Holdings in Q4 2022 and has held it in 14 quarters since.
Kestra Advisory Services's Nu Holdings position peaked at $1.26M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.