Tradition Wealth Management’s Nu Holdings NU Stock Holding History

Tradition Wealth 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 Q3	$629K	Sell	49,651 -1,558	-3%	-$22.1K	0.04%	270
2026 Q2	$684K	Sell	51,209 -5,490	-10%	-$74K	0.04%	259
2026 Q1	$815K	Buy	56,699 +2,905	+5%	+$47.1K	0.06%	220
2025 Q4	$901K	Buy	53,794 +20,424	+61%	+$328K	0.06%	203
2025 Q3	$534K	Buy	33,370 +3,765	+13%	+$52.5K	0.04%	278
2025 Q2	$406K	Buy	29,605 +2,562	+9%	+$30.7K	0.03%	299
2025 Q1	$277K	Buy	27,043 +11,813	+78%	+$140K	0.02%	344
2024 Q4	$158K	Buy	+15,230	New	+$203K	0.01%	401

Other funds holding NU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tradition Wealth Management's NU Position: Q3 2026 in Review

Tradition Wealth Management reduced its Nu Holdings (NU) stake by 3% in Q3 2026, selling an estimated $22.1K and leaving 49,651 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #270.

Tradition Wealth Management first reported a position in NU in Q4 2024 and has held it in 8 quarters since. The position peaked at $901K in Q4 2025. 688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Tradition Wealth Management held 49,651 shares of Nu Holdings worth $629K as of Q3 2026.
Tradition Wealth Management sold 1,558 Nu Holdings shares in Q3 2026, an estimated $22.1K.
Nu Holdings made up 0.04% of Tradition Wealth Management's portfolio in Q3 2026, its #270 holding.
Tradition Wealth Management first reported a position in Nu Holdings in Q4 2024 and has held it in 8 quarters since.
Tradition Wealth Management's Nu Holdings position peaked at $901K in Q4 2025.
688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.