TD Private Client Wealth’s Nu Holdings NU Stock Holding History

TD Private Client Wealth’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	$4.44K	Buy	309 +119	+63%	+$1.93K	﹤0.01%	1185
2025 Q4	$3.18K	Buy	190 +59	+45%	+$948	﹤0.01%	1214
2025 Q3	$2.1K	Hold	131	–	–	﹤0.01%	1243
2025 Q2	$1.8K	Hold	131	–	–	﹤0.01%	1236
2025 Q1	$1.34K	Buy	131 +15	+13%	+$177	﹤0.01%	1254
2024 Q4	$1.2K	Sell	116 -354	-75%	-$4.71K	﹤0.01%	1241
2024 Q3	$6.42K	Hold	470	–	–	﹤0.01%	1096
2024 Q2	$6.06K	Buy	470 +282	+150%	+$3.28K	﹤0.01%	1081
2024 Q1	$2.24K	Buy	188 +68	+57%	+$694	﹤0.01%	1126
2023 Q4	$1K	Buy	+120	New	+$970	﹤0.01%	1185
2022 Q1	–	Sell	-1,919	Closed	-$18K	–	1309
2021 Q4	$18K	Buy	+1,919	New	+$18.8K	﹤0.01%	867

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

TD Private Client Wealth's NU Position: Q1 2026 in Review

TD Private Client Wealth increased its Nu Holdings (NU) stake by 63% in Q1 2026, buying an estimated $1.93K and bringing the position to 309 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

TD Private Client Wealth first reported a position in NU in Q4 2021 and has held it in 11 quarters since. The position peaked at $18K in Q4 2021. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

TD Private Client Wealth held 309 shares of Nu Holdings worth $4.44K as of Q1 2026.
TD Private Client Wealth bought 119 Nu Holdings shares in Q1 2026, an estimated $1.93K.
Nu Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1185 holding.
TD Private Client Wealth first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
TD Private Client Wealth's Nu Holdings position peaked at $18K in Q4 2021.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.