Meramec Financial Planners’s Nu Holdings NU Stock Holding History

Meramec Financial Planners’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	-4	Closed	-$70	–	534
2025 Q4	$70	Buy	+4	New	+$64	﹤0.01%	514

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

Meramec Financial Planners's NU Position: Q1 2026 in Review

Meramec Financial Planners sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 4 shares — an estimated $70 sold.

Meramec Financial Planners first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $70 in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Meramec Financial Planners reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Meramec Financial Planners sold 4 Nu Holdings shares in Q1 2026, an estimated $70.
Meramec Financial Planners first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
Meramec Financial Planners's Nu Holdings position peaked at $70 in Q4 2025.
903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Meramec Financial Planners's 13F filing for Q1 2026, filed 27 Apr 2026.