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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
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
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

Tradition Wealth Management's NU Position: Q1 2026 in Review

Tradition Wealth Management increased its Nu Holdings (NU) stake by 5.4% in Q1 2026, buying an estimated $47.1K and bringing the position to 56,699 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #220.

Tradition Wealth Management first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $901K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Tradition Wealth Management held 56,699 shares of Nu Holdings worth $815K as of Q1 2026.
  • Tradition Wealth Management bought 2,905 Nu Holdings shares in Q1 2026, an estimated $47.1K.
  • Nu Holdings made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Tradition Wealth Management first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • Tradition Wealth Management's Nu Holdings position peaked at $901K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.