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Private Advisor Group’s Nu Holdings NU Stock Holding History

Private Advisor 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 		$1.2M Sell
83,449
-7,386
-8% -$120K 0.01% 1315
2025
Q4 		$1.52M Buy
90,835
+4,524
+5% +$72.7K 0.01% 1164
2025
Q3 		$1.38M Buy
86,311
+10,067
+13% +$140K 0.01% 1187
2025
Q2 		$1.05M Sell
76,244
-1,466
-2% -$17.6K 0.01% 1290
2025
Q1 		$796K Sell
77,710
-2,121
-3% -$25.1K ﹤0.01% 1358
2024
Q4 		$827K Buy
79,831
+27,456
+52% +$365K ﹤0.01% 1325
2024
Q3 		$715K Sell
52,375
-35,172
-40% -$473K ﹤0.01% 1430
2024
Q2 		$1.13M Buy
87,547
+8,239
+10% +$95.9K 0.01% 1134
2024
Q1 		$946K Sell
79,308
-1,623
-2% -$16.6K 0.01% 1182
2023
Q4 		$674K Sell
80,931
-88,417
-52% -$715K 0.01% 1313
2023
Q3 		$1.23M Sell
169,348
-49,285
-23% -$369K 0.01% 938
2023
Q2 		$1.73M Buy
218,633
+67,869
+45% +$417K 0.02% 784
2023
Q1 		$718K Buy
150,764
+15,763
+12% +$70.2K 0.01% 1154
2022
Q4 		$549 Buy
135,001
+52,041
+63% +$226K ﹤0.01% 1368
2022
Q3 		$365K Buy
82,960
+19,900
+32% +$91.3K ﹤0.01% 1379
2022
Q2 		$236K Buy
+63,060
New +$320K ﹤0.01% 1758

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

Private Advisor Group's NU Position: Q1 2026 in Review

Private Advisor Group reduced its Nu Holdings (NU) stake by 8.1% in Q1 2026, selling an estimated $120K and leaving 83,449 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1315.

Private Advisor Group first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2023. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Private Advisor Group held 83,449 shares of Nu Holdings worth $1.2M as of Q1 2026.
  • Private Advisor Group sold 7,386 Nu Holdings shares in Q1 2026, an estimated $120K.
  • Nu Holdings made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1315 holding.
  • Private Advisor Group first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Private Advisor Group's Nu Holdings position peaked at $1.73M in Q2 2023.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.