Pinnacle Wealth Planning Services’s Nu Holdings NU Stock Holding History

Pinnacle Wealth Planning Services’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	$288K	Buy	20,056 +2,123	+12%	+$34.4K	0.03%	351
2025 Q4	$300K	Buy	17,933 +882	+5%	+$14.2K	0.03%	323
2025 Q3	$273K	Buy	17,051 +1,577	+10%	+$22K	0.03%	355
2025 Q2	$212K	Sell	15,474 -797	-5%	-$9.54K	0.03%	406
2025 Q1	$167K	Buy	+16,271	New	+$192K	0.03%	369
2024 Q4	–	Sell	-20,320	Closed	-$277K	–	511
2024 Q3	$277K	Buy	20,320 +1,200	+6%	+$16.1K	0.04%	331
2024 Q2	$246K	Buy	19,120 +1,356	+8%	+$15.8K	0.04%	349
2024 Q1	$212K	Buy	+17,764	New	+$181K	0.03%	406

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

Pinnacle Wealth Planning Services's NU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nu Holdings (NU) stake by 12% in Q1 2026, buying an estimated $34.4K and bringing the position to 20,056 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #351.

Pinnacle Wealth Planning Services first reported a position in NU in Q1 2024 and has held it in 8 quarters since. The position peaked at $300K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Pinnacle Wealth Planning Services held 20,056 shares of Nu Holdings worth $288K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,123 Nu Holdings shares in Q1 2026, an estimated $34.4K.
Nu Holdings made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #351 holding.
Pinnacle Wealth Planning Services first reported a position in Nu Holdings in Q1 2024 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Nu Holdings position peaked at $300K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.