Matrix Trust Company’s Nu Holdings NU Stock Holding History

Matrix Trust Company’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	–	Sell	-33,506	Closed	-$561K	–	227
2025 Q4	$561K	Buy	+33,506	New	+$538K	0.09%	77
2025 Q1	–	Sell	-13,770	Closed	-$143K	–	284
2024 Q4	$143K	Buy	+13,770	New	+$183K	0.02%	127

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 $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Matrix Trust Company's NU Position: Q1 2026 in Review

Matrix Trust Company sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 33,506 shares — an estimated $561K sold.

Matrix Trust Company first reported a position in NU in Q4 2024 and held it in 2 quarters. The position peaked at $561K in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Matrix Trust Company reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Matrix Trust Company sold 33,506 Nu Holdings shares in Q1 2026, an estimated $561K.
Matrix Trust Company first reported a position in Nu Holdings in Q4 2024 and held it in 2 quarters.
Matrix Trust Company's Nu Holdings position peaked at $561K in Q4 2025.
903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.