NewEdge Wealth’s Nu Holdings NU Stock Holding History

NewEdge Wealth’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	$799K	Sell	55,567 -11,731	-17%	-$190K	0.01%	682
2025 Q4	$1.13M	Buy	67,298 +888	+1%	+$14.3K	0.01%	592
2025 Q3	$1.07M	Buy	66,410 +2,029	+3%	+$28.3K	0.02%	553
2025 Q2	$799K	Buy	64,381 +351	+0.5%	+$4.2K	0.01%	586
2025 Q1	$656K	Sell	64,030 -7,208	-10%	-$85.2K	0.01%	563
2024 Q4	$738K	Buy	71,238 +1,690	+2%	+$22.5K	0.01%	548
2024 Q3	$949K	Sell	69,548 -20,155	-22%	-$271K	0.02%	479
2024 Q2	$1.16M	Sell	89,703 -1,619	-2%	-$18.9K	0.03%	396
2024 Q1	$1M	Buy	91,322 +53,877	+144%	+$550K	0.02%	429
2023 Q4	$312K	Buy	+37,445	New	+$303K	0.01%	613

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

NewEdge Wealth's NU Position: Q1 2026 in Review

NewEdge Wealth reduced its Nu Holdings (NU) stake by 17% in Q1 2026, selling an estimated $190K and leaving 55,567 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #682.

NewEdge Wealth first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

NewEdge Wealth held 55,567 shares of Nu Holdings worth $799K as of Q1 2026.
NewEdge Wealth sold 11,731 Nu Holdings shares in Q1 2026, an estimated $190K.
Nu Holdings made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #682 holding.
NewEdge Wealth first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's Nu Holdings position peaked at $1.16M in Q2 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.