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Sage Investment Counsel’s Nu Holdings NU Stock Holding History

Sage Investment Counsel’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
-11,000
Closed -$184K – 129
2025
Q4 		$184K Hold
11,000
– – 0.2% 109
2025
Q3 		$176K Buy
+11,000
New +$153K 0.2% 110

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 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

Sage Investment Counsel's NU Position: Q1 2026 in Review

Sage Investment Counsel sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 11,000 shares — an estimated $184K sold.

Sage Investment Counsel first reported a position in NU in Q3 2025 and held it in 2 quarters. The position peaked at $184K in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Sage Investment Counsel reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 11,000 Nu Holdings shares in Q1 2026, an estimated $184K.
  • Sage Investment Counsel first reported a position in Nu Holdings in Q3 2025 and held it in 2 quarters.
  • Sage Investment Counsel's Nu Holdings position peaked at $184K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Sage Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.