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McIlrath & Eck’s Nu Holdings NU Stock Holding History

McIlrath & Eck’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 		$8.08K Buy
+562
New +$9.11K ﹤0.01% 1107
2024
Q3 		– Sell
-110
Closed -$1.42K – 1004
2024
Q2 		$1.42K Hold
110
– – ﹤0.01% 848
2024
Q1 		$1.31K Buy
+110
New +$1.12K ﹤0.01% 846

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McIlrath & Eck's NU Position: Q1 2026 in Review

McIlrath & Eck opened a new position in Nu Holdings (NU) in Q1 2026: 562 shares worth $8.08K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: McIlrath & Eck previously reported a position in NU as recently as Q2 2024.

McIlrath & Eck first reported a position in NU in Q1 2024 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • McIlrath & Eck held 562 shares of Nu Holdings worth $8.08K as of Q1 2026.
  • Nu Holdings was a new McIlrath & Eck position in Q1 2026.
  • Nu Holdings made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1107 holding.
  • McIlrath & Eck first reported a position in Nu Holdings in Q1 2024 and has held it in 3 quarters since.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.