Verdence Capital Advisors’s Nu Holdings NU Stock Holding History

Verdence 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	$487K	Sell	33,865 -4,173	-11%	-$67.6K	0.03%	435
2025 Q4	$637K	Sell	38,038 -6,470	-15%	-$104K	0.04%	363
2025 Q3	$712K	Buy	44,508 +804	+2%	+$11.2K	0.04%	361
2025 Q2	$600K	Buy	43,704 +1,351	+3%	+$16.2K	0.04%	360
2025 Q1	$434K	Buy	42,353 +3,299	+8%	+$39K	0.03%	434
2024 Q4	$405K	Sell	39,054 -1,113	-3%	-$14.8K	0.03%	399
2024 Q3	$548K	Buy	40,167 +4,606	+13%	+$62K	0.04%	352
2024 Q2	$458K	Buy	35,561 +4,937	+16%	+$57.5K	0.04%	363
2024 Q1	$365K	Buy	30,624 +14,107	+85%	+$144K	0.03%	410
2023 Q4	$138K	Buy	16,517 +6,517	+65%	+$52.7K	0.01%	555
2023 Q3	$72.5K	Hold	10,000	–	–	0.01%	549
2023 Q2	$78.9K	Hold	10,000	–	–	0.01%	524
2023 Q1	$47.6K	Buy	+10,000	New	+$44.6K	0.01%	529

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Verdence Capital Advisors reduced its Nu Holdings (NU) stake by 11% in Q1 2026, selling an estimated $67.6K and leaving 33,865 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #435.

Verdence Capital Advisors first reported a position in NU in Q1 2023 and has held it in 13 quarters since. The position peaked at $712K in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Verdence Capital Advisors held 33,865 shares of Nu Holdings worth $487K as of Q1 2026.
Verdence Capital Advisors sold 4,173 Nu Holdings shares in Q1 2026, an estimated $67.6K.
Nu Holdings made up 0.03% of Verdence Capital Advisors's portfolio in Q1 2026, its #435 holding.
Verdence Capital Advisors first reported a position in Nu Holdings in Q1 2023 and has held it in 13 quarters since.
Verdence Capital Advisors's Nu Holdings position peaked at $712K in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.