Smartleaf Asset Management’s Nu Holdings NU Stock Holding History

Smartleaf Asset 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	$298K	Buy	22,063 +969	+5%	+$15.7K	0.01%	660
2025 Q4	$356K	Buy	21,094 +3,061	+17%	+$49.2K	0.01%	607
2025 Q3	$288K	Buy	18,033 +10,738	+147%	+$150K	0.02%	613
2025 Q2	$96.7K	Sell	7,295 -1,430	-16%	-$17.1K	0.01%	881
2025 Q1	$90.3K	Buy	8,725 +2,949	+51%	+$34.9K	0.01%	873
2024 Q4	$61.5K	Sell	5,776 -431	-7%	-$5.73K	0.01%	1081
2024 Q3	$86.1K	Buy	6,207 +4,640	+296%	+$62.4K	0.01%	757
2024 Q2	$20.2K	Buy	1,567 +1,486	+1,835%	+$17.3K	﹤0.01%	1032
2024 Q1	$967	Buy	+81	New	+$827	﹤0.01%	1629

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

Smartleaf Asset Management's NU Position: Q1 2026 in Review

Smartleaf Asset Management increased its Nu Holdings (NU) stake by 4.6% in Q1 2026, buying an estimated $15.7K and bringing the position to 22,063 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #660.

Smartleaf Asset Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $356K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Smartleaf Asset Management held 22,063 shares of Nu Holdings worth $298K as of Q1 2026.
Smartleaf Asset Management bought 969 Nu Holdings shares in Q1 2026, an estimated $15.7K.
Nu Holdings made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #660 holding.
Smartleaf Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Nu Holdings position peaked at $356K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.