Morse Asset Management’s Nu Holdings NU Stock Holding History

Morse Asset 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	$36.6K	Buy	2,550 +725	+40%	+$11.8K	0.01%	248
2025 Q4	$30.6K	Buy	+1,825	New	+$29.3K	0.01%	247
2025 Q1	–	Sell	-49,136	Closed	-$509K	–	370
2024 Q4	$509K	Sell	49,136 -9,650	-16%	-$128K	0.12%	117
2024 Q3	$802K	Buy	58,786 +24,436	+71%	+$329K	0.17%	107
2024 Q2	$443K	Buy	34,350 +22,350	+186%	+$260K	0.11%	117
2024 Q1	$143K	Buy	+12,000	New	+$123K	0.04%	140

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

Morse Asset Management's NU Position: Q1 2026 in Review

Morse Asset Management increased its Nu Holdings (NU) stake by 40% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,550 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Morse Asset Management first reported a position in NU in Q1 2024 and has held it in 6 quarters since. The position peaked at $802K in Q3 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Morse Asset Management held 2,550 shares of Nu Holdings worth $36.6K as of Q1 2026.
Morse Asset Management bought 725 Nu Holdings shares in Q1 2026, an estimated $11.8K.
Nu Holdings made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #248 holding.
Morse Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 6 quarters since.
Morse Asset Management's Nu Holdings position peaked at $802K in Q3 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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