Mount Yale Investment Advisors’s Nu Holdings NU Stock Holding History

Mount Yale Investment 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	$1.61M	Buy	112,269 +92,290	+462%	+$1.5M	0.04%	416
2025 Q4	$334K	Buy	+19,979	New	+$321K	0.02%	566
2025 Q3	–	Sell	-92,709	Closed	-$1.27M	–	1284
2025 Q2	$1.27M	Buy	92,709 +420	+0.5%	+$5.03K	0.1%	176
2025 Q1	$945K	Sell	92,289 -13,044	-12%	-$154K	0.08%	205
2024 Q4	$1.09M	Sell	105,333 -27,276	-21%	-$363K	0.09%	185
2024 Q3	$1.81M	Sell	132,609 -18,003	-12%	-$242K	0.17%	127
2024 Q2	$1.94M	Sell	150,612 -49,776	-25%	-$580K	0.15%	125
2024 Q1	$2.39M	Buy	+200,388	New	+$2.05M	0.18%	112

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 $1.66T 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's NU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Nu Holdings (NU) stake by 462% in Q1 2026, buying an estimated $1.5M and bringing the position to 112,269 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #416.

Mount Yale Investment Advisors first reported a position in NU in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.39M in Q1 2024. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Mount Yale Investment Advisors held 112,269 shares of Nu Holdings worth $1.61M as of Q1 2026.
Mount Yale Investment Advisors bought 92,290 Nu Holdings shares in Q1 2026, an estimated $1.5M.
Nu Holdings made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #416 holding.
Mount Yale Investment Advisors first reported a position in Nu Holdings in Q1 2024 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Nu Holdings position peaked at $2.39M in Q1 2024.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.