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Transcend Capital Advisors’s Nu Holdings NU Stock Holding History

Transcend Capital 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 		$258K Buy
17,962
+186
+1% +$3.02K 0.02% 598
2025
Q4 		$298K Buy
17,776
+447
+3% +$7.18K 0.02% 523
2025
Q3 		$277K Buy
17,329
+559
+3% +$7.8K 0.02% 561
2025
Q2 		$230K Sell
16,770
-4,855
-22% -$58.1K 0.02% 542
2025
Q1 		$221K Buy
21,625
+67
+0.3% +$792 0.02% 545
2024
Q4 		$223K Buy
21,558
+4,000
+23% +$53.2K 0.02% 511
2024
Q3 		$240K Sell
17,558
-1,537
-8% -$20.7K 0.02% 528
2024
Q2 		$246K Buy
19,095
+8,470
+80% +$98.6K 0.02% 502
2024
Q1 		$127K Hold
10,625
– – 0.01% 518
2023
Q4 		$88.5K Hold
10,625
– – 0.01% 496
2023
Q3 		$77K Sell
10,625
-167,535
-94% -$1.25M 0.01% 480
2023
Q2 		$1.41M Sell
178,160
-43,860
-20% -$269K 0.13% 162
2023
Q1 		$1.06M Sell
222,020
-39,380
-15% -$175K 0.11% 191
2022
Q4 		$1.06M Sell
261,400
-22,487
-8% -$97.7K 0.12% 193
2022
Q3 		$1.25M Buy
283,887
+24,362
+9% +$112K 0.14% 173
2022
Q2 		$971K Buy
+259,525
New +$1.32M 0.1% 207

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

Transcend Capital Advisors's NU Position: Q1 2026 in Review

Transcend Capital Advisors increased its Nu Holdings (NU) stake by 1% in Q1 2026, buying an estimated $3.02K and bringing the position to 17,962 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #598.

Transcend Capital Advisors first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q2 2023. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Transcend Capital Advisors held 17,962 shares of Nu Holdings worth $258K as of Q1 2026.
  • Transcend Capital Advisors bought 186 Nu Holdings shares in Q1 2026, an estimated $3.02K.
  • Nu Holdings made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #598 holding.
  • Transcend Capital Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Transcend Capital Advisors's Nu Holdings position peaked at $1.41M in Q2 2023.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.