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SHP Wealth Management’s Nu Holdings NU Stock Holding History

SHP Wealth Management’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 		$2.41K Buy
168
+56
+50% +$908 ﹤0.01% 1239
2025
Q4 		$1.88K Buy
+112
New +$1.8K ﹤0.01% 1146

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

SHP Wealth Management's NU Position: Q1 2026 in Review

SHP Wealth Management increased its Nu Holdings (NU) stake by 50% in Q1 2026, buying an estimated $908 and bringing the position to 168 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

SHP Wealth Management first reported a position in NU in Q4 2025 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • SHP Wealth Management held 168 shares of Nu Holdings worth $2.41K as of Q1 2026.
  • SHP Wealth Management bought 56 Nu Holdings shares in Q1 2026, an estimated $908.
  • Nu Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1239 holding.
  • SHP Wealth Management first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.