NL
NU icon

NWAM LLC’s Nu Holdings NU Stock Holding History

NWAM LLC’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 		$416K Sell
28,951
-2,725
-9% -$44.2K 0.02% 446
2025
Q4 		$576K Sell
31,676
-1,839
-5% -$29.6K 0.03% 372
2025
Q3 		$516K Sell
33,515
-1,140
-3% -$15.9K 0.03% 407
2025
Q2 		$423K Sell
34,655
-5,700
-14% -$68.3K 0.02% 430
2025
Q1 		$413K Buy
40,355
+10,180
+34% +$120K 0.04% 352
2024
Q4 		$313K Buy
30,175
+4,765
+19% +$63.4K 0.02% 473
2024
Q3 		$347K Buy
+25,410
New +$342K 0.02% 454

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NWAM LLC's NU Position: Q1 2026 in Review

NWAM LLC reduced its Nu Holdings (NU) stake by 8.6% in Q1 2026, selling an estimated $44.2K and leaving 28,951 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #446.

NWAM LLC first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $576K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • NWAM LLC held 28,951 shares of Nu Holdings worth $416K as of Q1 2026.
  • NWAM LLC sold 2,725 Nu Holdings shares in Q1 2026, an estimated $44.2K.
  • Nu Holdings made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #446 holding.
  • NWAM LLC first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
  • NWAM LLC's Nu Holdings position peaked at $576K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.