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Sittner & Nelson’s Nu Holdings NU Stock Holding History

Sittner & Nelson’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 		$18.7K Hold
1,300
– – 0.01% 391
2025
Q4 		$22.6K Hold
1,300
– – 0.01% 335
2025
Q3 		$20.8K Hold
1,300
– – 0.01% 318
2025
Q2 		$17.8K Hold
1,300
– – 0.01% 329
2025
Q1 		$13.3K Hold
1,300
– – 0.01% 343
2024
Q4 		$13.5K Hold
1,300
– – 0.01% 328
2024
Q3 		$17.7K Hold
1,300
– – 0.01% 309
2024
Q2 		$16.8K Hold
1,300
– – 0.01% 302
2024
Q1 		$15.5K Buy
+1,300
New +$13.3K 0.01% 305

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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

Sittner & Nelson's NU Position: Q1 2026 in Review

Sittner & Nelson held its Nu Holdings (NU) position steady in Q1 2026 at 1,300 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #391.

Sittner & Nelson first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.6K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Sittner & Nelson held 1,300 shares of Nu Holdings worth $18.7K as of Q1 2026.
  • Sittner & Nelson left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #391 holding.
  • Sittner & Nelson first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
  • Sittner & Nelson's Nu Holdings position peaked at $22.6K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.