Osaic Holdings
NU icon

Osaic Holdings’s Nu Holdings NU Stock Holding History

Osaic Holdings’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 		$6.15K Buy
+10
New +$162 ﹤0.01% 6578
2025
Q4 		– Sell
-6
Closed -$5.64K – 8054
2025
Q3 		$5.64K Hold
6
– – ﹤0.01% 6680
2025
Q2 		$4.74K Hold
6
– – ﹤0.01% 6567
2025
Q1 		$3.4K Hold
6
– – ﹤0.01% 6379
2024
Q4 		$3.54K Hold
6
– – ﹤0.01% 6366
2024
Q3 		$5.37K Hold
6
– – ﹤0.01% 6157
2024
Q2 		$4.98K Hold
6
– – ﹤0.01% 6177
2024
Q1 		$4.44K Buy
+6
New +$61 ﹤0.01% 6143

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

Osaic Holdings's NU Position: Q1 2026 in Review

Osaic Holdings reduced its Nu Holdings (NU) stake by 17% in Q1 2026, selling an estimated $407K and leaving 124,321 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Osaic Holdings first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.76M in Q3 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Osaic Holdings held 124,321 shares of Nu Holdings worth $1.79M as of Q1 2026.
  • Osaic Holdings sold 25,139 Nu Holdings shares in Q1 2026, an estimated $407K.
  • Nu Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2170 holding.
  • Osaic Holdings first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's Nu Holdings position peaked at $2.76M in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.