Ross\Johnson & Associates’s Nu Holdings NU Stock Holding History

Ross\Johnson & 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	–	Sell	-10	Closed	-$167	–	307
2025 Q4	$167	Buy	+10	New	+$161	﹤0.01%	264

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

Ross\Johnson & Associates's NU Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 10 shares — an estimated $167 sold.

Ross\Johnson & Associates first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $167 in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Ross\Johnson & Associates reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Ross\Johnson & Associates sold 10 Nu Holdings shares in Q1 2026, an estimated $167.
Ross\Johnson & Associates first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
Ross\Johnson & Associates's Nu Holdings position peaked at $167 in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.