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Osbon Capital Management’s Nu Holdings NU Stock Holding History

Osbon Capital Management’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 		$194K Sell
13,522
-35
-0.3% -$567 0.16% 72
2025
Q4 		$227K Buy
+13,557
New +$218K 0.21% 53

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

Osbon Capital Management's NU Position: Q1 2026 in Review

Osbon Capital Management reduced its Nu Holdings (NU) stake by 0.26% in Q1 2026, selling an estimated $567 and leaving 13,522 shares worth $194K. The position accounts for 0.16% of the portfolio, ranked #72.

Osbon Capital Management first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Osbon Capital Management held 13,522 shares of Nu Holdings worth $194K as of Q1 2026.
  • Osbon Capital Management sold 35 Nu Holdings shares in Q1 2026, an estimated $567.
  • Nu Holdings made up 0.16% of Osbon Capital Management's portfolio in Q1 2026, its #72 holding.
  • Osbon Capital Management first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Nu Holdings position peaked at $227K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.