Private Wealth Partners’s Nu Holdings NU Stock Holding History

Private Wealth Partners’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	$200K	Hold	13,900	–	–	0.02%	167
2025 Q4	$233K	Hold	13,900	–	–	0.02%	156
2025 Q3	$223K	Hold	13,900	–	–	0.02%	160
2025 Q2	$191K	Hold	13,900	–	–	0.01%	162
2025 Q1	$142K	Hold	13,900	–	–	0.01%	161
2024 Q4	$144K	Hold	13,900	–	–	0.01%	170
2024 Q3	$190K	Hold	13,900	–	–	0.02%	166
2024 Q2	$179K	Hold	13,900	–	–	0.01%	159
2024 Q1	$166K	Hold	13,900	–	–	0.01%	158
2023 Q4	$116K	Hold	13,900	–	–	0.01%	168
2023 Q3	$101K	Hold	13,900	–	–	0.01%	158
2023 Q2	$110K	Hold	13,900	–	–	0.01%	164
2023 Q1	$66.2K	Hold	13,900	–	–	0.01%	158
2022 Q4	$56.6K	Hold	13,900	–	–	0.01%	85
2022 Q3	$61K	Hold	13,900	–	–	0.01%	76
2022 Q2	$52K	Buy	+13,900	New	+$70.5K	0.01%	73

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

Private Wealth Partners's NU Position: Q1 2026 in Review

Private Wealth Partners held its Nu Holdings (NU) position steady in Q1 2026 at 13,900 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #167.

Private Wealth Partners first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $233K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Private Wealth Partners held 13,900 shares of Nu Holdings worth $200K as of Q1 2026.
Private Wealth Partners left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #167 holding.
Private Wealth Partners first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
Private Wealth Partners's Nu Holdings position peaked at $233K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.