Stokes Family Office’s Nu Holdings NU Stock Holding History

Stokes Family Office’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	$791K	Hold	55,027	–	–	0.08%	150
2025 Q4	$921K	Buy	55,027 +27	+0%	+$434	0.08%	140
2025 Q3	$881K	Hold	55,000	–	–	0.08%	132
2025 Q2	$755K	Buy	55,000 +4,000	+8%	+$47.9K	0.08%	130
2025 Q1	$522K	Buy	51,000 +40,000	+364%	+$473K	0.06%	153
2024 Q4	$114K	Hold	11,000	–	–	0.01%	242
2024 Q3	$150K	Hold	11,000	–	–	0.02%	220
2024 Q2	$142K	Hold	11,000	–	–	0.02%	217
2024 Q1	$131K	Buy	11,000 +1,000	+10%	+$10.2K	0.02%	217
2023 Q4	$83.3K	Hold	10,000	–	–	0.01%	216
2023 Q3	$72.5K	Hold	10,000	–	–	0.01%	329
2023 Q2	$78.9K	Buy	+10,000	New	+$61.4K	0.01%	320

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

Stokes Family Office's NU Position: Q1 2026 in Review

Stokes Family Office held its Nu Holdings (NU) position steady in Q1 2026 at 55,027 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #150.

Stokes Family Office first reported a position in NU in Q2 2023 and has held it in 12 quarters since. The position peaked at $921K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Stokes Family Office held 55,027 shares of Nu Holdings worth $791K as of Q1 2026.
Stokes Family Office left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #150 holding.
Stokes Family Office first reported a position in Nu Holdings in Q2 2023 and has held it in 12 quarters since.
Stokes Family Office's Nu Holdings position peaked at $921K in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.