Perigon Wealth Management’s Nu Holdings NU Stock Holding History

Perigon Wealth 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	$316K	Buy	21,958 +299	+1%	+$4.85K	0.01%	1001
2025 Q4	$363K	Buy	21,659 +1,390	+7%	+$22.3K	0.01%	946
2025 Q3	$325K	Buy	20,269 +273	+1%	+$3.81K	0.01%	920
2025 Q2	$274K	Buy	19,996 +5,355	+37%	+$64.1K	0.01%	869
2025 Q1	$150K	Buy	14,641 +1,136	+8%	+$13.4K	﹤0.01%	993
2024 Q4	$152K	Buy	13,505 +1,216	+10%	+$16.2K	﹤0.01%	1005
2024 Q3	$168K	Sell	12,289 -606	-5%	-$8.15K	﹤0.01%	954
2024 Q2	$166K	Buy	+12,895	New	+$150K	﹤0.01%	826

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

Perigon Wealth Management's NU Position: Q1 2026 in Review

Perigon Wealth Management increased its Nu Holdings (NU) stake by 1.4% in Q1 2026, buying an estimated $4.85K and bringing the position to 21,958 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1001.

Perigon Wealth Management first reported a position in NU in Q2 2024 and has held it in 8 quarters since. The position peaked at $363K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Perigon Wealth Management held 21,958 shares of Nu Holdings worth $316K as of Q1 2026.
Perigon Wealth Management bought 299 Nu Holdings shares in Q1 2026, an estimated $4.85K.
Nu Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1001 holding.
Perigon Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 8 quarters since.
Perigon Wealth Management's Nu Holdings position peaked at $363K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.