Northwest & Ethical Investments’s Nu Holdings NU Stock Holding History

Northwest & Ethical Investments’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	-282,633	Closed	-$4.73M	–	583
2025 Q4	$4.73M	Hold	282,633	–	–	0.11%	181
2025 Q3	$4.52M	Buy	282,633 +11,975	+4%	+$167K	0.11%	193
2025 Q2	$3.71M	Buy	270,658 +89,961	+50%	+$1.08M	0.09%	207
2025 Q1	$1.85M	Sell	180,697 -51,918	-22%	-$614K	0.05%	254
2024 Q4	$2.41M	Buy	232,615 +15,351	+7%	+$204K	0.07%	233
2024 Q3	$2.97M	Hold	217,264	–	–	0.08%	219
2024 Q2	$2.8M	Buy	217,264 +42,759	+25%	+$498K	0.08%	222
2024 Q1	$2.08M	Buy	174,505 +80,624	+86%	+$823K	0.06%	249
2023 Q4	$782K	Buy	+93,881	New	+$759K	0.02%	279
2023 Q1	–	Sell	-248,425	Closed	-$1.01M	–	408
2022 Q4	$1.01M	Sell	248,425 -116,952	-32%	-$508K	0.03%	297
2022 Q3	$1.61M	Buy	365,377 +51,519	+16%	+$236K	0.06%	252
2022 Q2	$1.17M	Buy	+313,858	New	+$1.59M	0.04%	283

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

Northwest & Ethical Investments's NU Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 282,633 shares — an estimated $4.73M sold.

Northwest & Ethical Investments first reported a position in NU in Q2 2022 and held it in 12 quarters. The position peaked at $4.73M in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Northwest & Ethical Investments reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Northwest & Ethical Investments sold 282,633 Nu Holdings shares in Q1 2026, an estimated $4.73M.
Northwest & Ethical Investments first reported a position in Nu Holdings in Q2 2022 and held it in 12 quarters.
Northwest & Ethical Investments's Nu Holdings position peaked at $4.73M in Q4 2025.
903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.