Knollwood Investment Advisory’s Nu Holdings NU Stock Holding History

Knollwood Investment Advisory’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	$859K	Hold	59,800	–	–	0.09%	180
2025 Q4	$1M	Hold	59,800	–	–	0.09%	175
2025 Q3	$957K	Hold	59,800	–	–	0.09%	199
2025 Q2	$820K	Hold	59,800	–	–	0.08%	210
2025 Q1	$612K	Hold	59,800	–	–	0.07%	233
2024 Q4	$620K	Hold	59,800	–	–	0.06%	242
2024 Q3	$816K	Hold	59,800	–	–	0.09%	221
2024 Q2	$771K	Buy	+59,800	New	+$696K	0.09%	217
2023 Q2	–	Sell	-136,288	Closed	-$649K	–	134
2023 Q1	$649K	Hold	136,288	–	–	0.13%	95
2022 Q4	$555K	Buy	+136,288	New	+$592K	0.22%	89

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's NU Position: Q1 2026 in Review

Knollwood Investment Advisory held its Nu Holdings (NU) position steady in Q1 2026 at 59,800 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #180.

Knollwood Investment Advisory first reported a position in NU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1M in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Knollwood Investment Advisory held 59,800 shares of Nu Holdings worth $859K as of Q1 2026.
Knollwood Investment Advisory left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.09% of Knollwood Investment Advisory's portfolio in Q1 2026, its #180 holding.
Knollwood Investment Advisory first reported a position in Nu Holdings in Q4 2022 and has held it in 10 quarters since.
Knollwood Investment Advisory's Nu Holdings position peaked at $1M in Q4 2025.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.