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Tectonic Advisors’s Nu Holdings NU Stock Holding History

Tectonic 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 		– Sell
-14,336
Closed -$240K – 304
2025
Q4 		$240K Sell
14,336
-230
-2% -$3.7K 0.01% 312
2025
Q3 		$233K Hold
14,566
– – 0.01% 323
2025
Q2 		$200K Sell
14,566
-3
-0% -$36 0.01% 317
2025
Q1 		$149K Buy
14,569
+3,893
+36% +$46K 0.01% 315
2024
Q4 		$111K Buy
+10,676
New +$142K 0.01% 320

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tectonic Advisors's NU Position: Q1 2026 in Review

Tectonic Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 14,336 shares — an estimated $240K sold.

Tectonic Advisors first reported a position in NU in Q4 2024 and held it in 5 quarters. The position peaked at $240K in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Tectonic Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 14,336 Nu Holdings shares in Q1 2026, an estimated $240K.
  • Tectonic Advisors first reported a position in Nu Holdings in Q4 2024 and held it in 5 quarters.
  • Tectonic Advisors's Nu Holdings position peaked at $240K in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.