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Stone House Investment Management’s Nu Holdings NU Stock Holding History

Stone House Investment 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 		$187 Sell
13
-23
-64% -$373 ﹤0.01% 951
2025
Q4 		$603 Buy
+36
New +$579 ﹤0.01% 705
2024
Q4 		– Sell
-78
Closed -$1.06K – 256
2024
Q3 		$1.06K Buy
+78
New +$1.05K ﹤0.01% 356

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

Stone House Investment Management's NU Position: Q1 2026 in Review

Stone House Investment Management reduced its Nu Holdings (NU) stake by 64% in Q1 2026, selling an estimated $373 and leaving 13 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Stone House Investment Management first reported a position in NU in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.06K in Q3 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Stone House Investment Management held 13 shares of Nu Holdings worth $187 as of Q1 2026.
  • Stone House Investment Management sold 23 Nu Holdings shares in Q1 2026, an estimated $373.
  • Nu Holdings made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #951 holding.
  • Stone House Investment Management first reported a position in Nu Holdings in Q3 2024 and has held it in 3 quarters since.
  • Stone House Investment Management's Nu Holdings position peaked at $1.06K in Q3 2024.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.