LAM
NU icon

LOM Asset Management’s Nu Holdings NU Stock Holding History

LOM Asset 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 		$21.6K Hold
1,500
– – 0.01% 260
2025
Q4 		$25.1K Buy
+1,500
New +$24.1K 0.01% 254
2025
Q3 		– Sell
-1,500
Closed -$21K – 253
2025
Q2 		$21K Buy
+1,500
New +$18K 0.01% 237

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

LOM Asset Management's NU Position: Q1 2026 in Review

LOM Asset Management held its Nu Holdings (NU) position steady in Q1 2026 at 1,500 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #260.

LOM Asset Management first reported a position in NU in Q2 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • LOM Asset Management held 1,500 shares of Nu Holdings worth $21.6K as of Q1 2026.
  • LOM Asset Management left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.01% of LOM Asset Management's portfolio in Q1 2026, its #260 holding.
  • LOM Asset Management first reported a position in Nu Holdings in Q2 2025 and has held it in 3 quarters since.
  • LOM Asset Management's Nu Holdings position peaked at $25.1K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.