Ninepoint Partners’s Nu Holdings NU Stock Holding History

Ninepoint Partners’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	-37,733	Closed	-$632K	–	179
2025 Q4	$632K	Buy	37,733 +30,738	+439%	+$494K	0.07%	94
2025 Q3	$112K	Buy	+6,995	New	+$97.6K	0.01%	128

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 $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ninepoint Partners's NU Position: Q1 2026 in Review

Ninepoint Partners sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 37,733 shares — an estimated $632K sold.

Ninepoint Partners first reported a position in NU in Q3 2025 and held it in 2 quarters. The position peaked at $632K in Q4 2025. 904 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Ninepoint Partners reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Ninepoint Partners sold 37,733 Nu Holdings shares in Q1 2026, an estimated $632K.
Ninepoint Partners first reported a position in Nu Holdings in Q3 2025 and held it in 2 quarters.
Ninepoint Partners's Nu Holdings position peaked at $632K in Q4 2025.
904 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Ninepoint Partners's 13F filing for Q1 2026, filed 11 Aug 2026.