Snowden Capital Advisors’s Nu Holdings NU Stock Holding History

Snowden Capital Advisors’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	$1.35M	Sell	94,117 -2,114	-2%	-$34.3K	0.04%	437
2025 Q4	$1.61M	Buy	96,231 +4,538	+5%	+$72.9K	0.04%	398
2025 Q3	$1.47M	Buy	91,693 +1,097	+1%	+$15.3K	0.04%	404
2025 Q2	$1.24M	Buy	90,596 +465	+0.5%	+$5.57K	0.04%	446
2025 Q1	$923K	Buy	90,131 +775	+0.9%	+$9.16K	0.03%	534
2024 Q4	$926K	Sell	89,356 -14,435	-14%	-$192K	0.03%	530
2024 Q3	$1.42M	Buy	103,791 +4,553	+5%	+$61.3K	0.04%	424
2024 Q2	$1.28M	Sell	99,238 -4,193	-4%	-$48.8K	0.04%	435
2024 Q1	$1.23M	Buy	103,431 +89,156	+625%	+$910K	0.04%	446
2023 Q4	$119K	Buy	+14,275	New	+$115K	﹤0.01%	1097

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

Snowden Capital Advisors's NU Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Nu Holdings (NU) stake by 2.2% in Q1 2026, selling an estimated $34.3K and leaving 94,117 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #437.

Snowden Capital Advisors first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Snowden Capital Advisors held 94,117 shares of Nu Holdings worth $1.35M as of Q1 2026.
Snowden Capital Advisors sold 2,114 Nu Holdings shares in Q1 2026, an estimated $34.3K.
Nu Holdings made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #437 holding.
Snowden Capital Advisors first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
Snowden Capital Advisors's Nu Holdings position peaked at $1.61M in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.