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Trask Adam Roland’s Nu Holdings NU Stock Holding History

Trask Adam Roland’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 		$2.77K Buy
+193
New +$3.13K ﹤0.01% 184

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

Trask Adam Roland's NU Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Nu Holdings (NU) in Q1 2026: 193 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #184 among its holdings.

903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Trask Adam Roland held 193 shares of Nu Holdings worth $2.77K as of Q1 2026.
  • Nu Holdings was a new Trask Adam Roland position in Q1 2026.
  • Nu Holdings made up ﹤0.01% of Trask Adam Roland's portfolio in Q1 2026, its #184 holding.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.