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Portside Wealth Group’s Nu Holdings NU Stock Holding History

Portside Wealth Group’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 		– Sell
-14,374
Closed -$241K – 506
2025
Q4 		$241K Sell
14,374
-1,475
-9% -$23.7K 0.03% 410
2025
Q3 		$254K Sell
15,849
-1,948
-11% -$27.2K 0.04% 418
2025
Q2 		$244K Buy
17,797
+172
+1% +$2.06K 0.04% 397
2025
Q1 		$180K Buy
17,625
+5,936
+51% +$70.2K 0.03% 412
2024
Q4 		$121K Buy
+11,689
New +$155K 0.02% 407

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

Portside Wealth Group's NU Position: Q1 2026 in Review

Portside Wealth Group sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 14,374 shares — an estimated $241K sold.

Portside Wealth Group first reported a position in NU in Q4 2024 and held it in 5 quarters. The position peaked at $254K in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Portside Wealth Group reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 14,374 Nu Holdings shares in Q1 2026, an estimated $241K.
  • Portside Wealth Group first reported a position in Nu Holdings in Q4 2024 and held it in 5 quarters.
  • Portside Wealth Group's Nu Holdings position peaked at $254K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.