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Pinnacle Associates’s Nu Holdings NU Stock Holding History

Pinnacle Associates’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 		$186K Buy
12,977
+2,222
+21% +$36K ﹤0.01% 916
2025
Q4 		$180K Hold
10,755
– – ﹤0.01% 905
2025
Q3 		$172K Sell
10,755
-390
-3% -$5.44K ﹤0.01% 843
2025
Q2 		$153K Sell
11,145
-6,962
-38% -$83.4K ﹤0.01% 826
2025
Q1 		$185K Buy
18,107
+137
+0.8% +$1.62K ﹤0.01% 795
2024
Q4 		$186K Buy
+17,970
New +$239K ﹤0.01% 808

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

Pinnacle Associates's NU Position: Q1 2026 in Review

Pinnacle Associates increased its Nu Holdings (NU) stake by 21% in Q1 2026, buying an estimated $36K and bringing the position to 12,977 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Pinnacle Associates first reported a position in NU in Q4 2024 and has held it in 6 quarters since. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Pinnacle Associates held 12,977 shares of Nu Holdings worth $186K as of Q1 2026.
  • Pinnacle Associates bought 2,222 Nu Holdings shares in Q1 2026, an estimated $36K.
  • Nu Holdings made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #916 holding.
  • Pinnacle Associates first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.