SageView Advisory Group’s Nu Holdings NU Stock Holding History

SageView Advisory 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	-446	Closed	-$7.47K	–	1814
2025 Q4	$7.47K	Buy	+446	New	+$7.17K	﹤0.01%	1824

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's NU Position: Q1 2026 in Review

SageView Advisory Group sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 446 shares — an estimated $7.47K sold.

SageView Advisory Group first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $7.47K in Q4 2025. 905 funds tracked by Wall St. Rank hold NU as of Q1 2026.

SageView Advisory Group reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 446 Nu Holdings shares in Q1 2026, an estimated $7.47K.
SageView Advisory Group first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Nu Holdings position peaked at $7.47K in Q4 2025.
905 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.