LSA
NU icon

L & S Advisors’s Nu Holdings NU Stock Holding History

L & S Advisors’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 		$2.89M Sell
200,814
-182,602
-48% -$2.96M 0.36% 81
2025
Q4 		$6.42M Buy
383,416
+6,536
+2% +$105K 0.59% 53
2025
Q3 		$6.03M Buy
376,880
+17,599
+5% +$246K 0.58% 51
2025
Q2 		$4.93M Buy
+359,281
New +$4.3M 0.49% 61

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L & S Advisors's NU Position: Q1 2026 in Review

L & S Advisors reduced its Nu Holdings (NU) stake by 48% in Q1 2026, selling an estimated $2.96M and leaving 200,814 shares worth $2.89M. The position accounts for 0.36% of the portfolio, ranked #81.

L & S Advisors first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.42M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • L & S Advisors held 200,814 shares of Nu Holdings worth $2.89M as of Q1 2026.
  • L & S Advisors sold 182,602 Nu Holdings shares in Q1 2026, an estimated $2.96M.
  • Nu Holdings made up 0.36% of L & S Advisors's portfolio in Q1 2026, its #81 holding.
  • L & S Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • L & S Advisors's Nu Holdings position peaked at $6.42M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.