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Modern Wealth Management’s Nu Holdings NU Stock Holding History

Modern Wealth 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 		$576K Buy
+39,903
New +$647K 0.01% 543
2025
Q4 		– Sell
-10,735
Closed -$172K – 876
2025
Q3 		$172K Buy
+10,735
New +$150K ﹤0.01% 773

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

Modern Wealth Management's NU Position: Q1 2026 in Review

Modern Wealth Management opened a new position in Nu Holdings (NU) in Q1 2026: 39,903 shares worth $576K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in NU as recently as Q3 2025.

Modern Wealth Management first reported a position in NU in Q3 2025 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Modern Wealth Management held 39,903 shares of Nu Holdings worth $576K as of Q1 2026.
  • Nu Holdings was a new Modern Wealth Management position in Q1 2026.
  • Nu Holdings made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #543 holding.
  • Modern Wealth Management first reported a position in Nu Holdings in Q3 2025 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.