Oppenheimer & Co’s Nu Holdings NU Stock Holding History

Oppenheimer & Co’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	$1.19M	Buy	82,990 +6,856	+9%	+$111K	0.01%	793
2025 Q4	$1.27M	Buy	76,134 +126	+0.2%	+$2.02K	0.02%	699
2025 Q3	$1.22M	Buy	76,008 +4,637	+6%	+$64.7K	0.01%	802
2025 Q2	$979K	Buy	71,371 +4,388	+7%	+$52.5K	0.01%	862
2025 Q1	$686K	Buy	66,983 +7,556	+13%	+$89.3K	0.01%	963
2024 Q4	$616K	Buy	59,427 +37,264	+168%	+$496K	0.01%	1004
2024 Q3	$303K	Buy	22,163 +6,891	+45%	+$92.7K	﹤0.01%	1224
2024 Q2	$197K	Buy	15,272 +4,132	+37%	+$48.1K	﹤0.01%	1338
2024 Q1	$133K	Buy	+11,140	New	+$114K	﹤0.01%	1377

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

Oppenheimer & Co's NU Position: Q1 2026 in Review

Oppenheimer & Co increased its Nu Holdings (NU) stake by 9% in Q1 2026, buying an estimated $111K and bringing the position to 82,990 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #793.

Oppenheimer & Co first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Oppenheimer & Co held 82,990 shares of Nu Holdings worth $1.19M as of Q1 2026.
Oppenheimer & Co bought 6,856 Nu Holdings shares in Q1 2026, an estimated $111K.
Nu Holdings made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #793 holding.
Oppenheimer & Co first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Oppenheimer & Co's Nu Holdings position peaked at $1.27M in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.