MN Wealth Advisors’s Nu Holdings NU Stock Holding History

MN Wealth 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	–	Sell	-11,363	Closed	-$190K	–	133
2025 Q4	$190K	Buy	+11,363	New	+$183K	0.1%	117

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MN Wealth Advisors's NU Position: Q1 2026 in Review

MN Wealth Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 11,363 shares — an estimated $190K sold.

MN Wealth Advisors first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

MN Wealth Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
MN Wealth Advisors sold 11,363 Nu Holdings shares in Q1 2026, an estimated $190K.
MN Wealth Advisors first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
MN Wealth Advisors's Nu Holdings position peaked at $190K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on MN Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.