VA
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Vident Advisory’s Nu Holdings NU Stock Holding History

Vident Advisory’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 		$5.08M Sell
353,383
-258,405
-42% -$4.19M 0.04% 354
2025
Q4 		$10.2M Buy
611,788
+353,375
+137% +$5.68M 0.09% 187
2025
Q3 		$4.14M Buy
258,413
+35,219
+16% +$491K 0.04% 359
2025
Q2 		$3.06M Buy
223,194
+42,126
+23% +$504K 0.03% 392
2025
Q1 		$1.85M Buy
181,068
+108,113
+148% +$1.28M 0.03% 504
2024
Q4 		$756K Buy
72,955
+52,804
+262% +$702K 0.01% 761
2024
Q3 		$275K Sell
20,151
-5,682
-22% -$76.4K 0.01% 1170
2024
Q2 		$333K Buy
25,833
+9,898
+62% +$115K 0.01% 1083
2024
Q1 		$190K Sell
15,935
-6,425
-29% -$65.6K ﹤0.01% 1225
2023
Q4 		$186K Buy
22,360
+1,315
+6% +$10.6K ﹤0.01% 1231
2023
Q3 		$153K Buy
+21,045
New +$157K ﹤0.01% 1163

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

Vident Advisory's NU Position: Q1 2026 in Review

Vident Advisory reduced its Nu Holdings (NU) stake by 42% in Q1 2026, selling an estimated $4.19M and leaving 353,383 shares worth $5.08M. The position accounts for 0.04% of the portfolio, ranked #354.

Vident Advisory first reported a position in NU in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Vident Advisory held 353,383 shares of Nu Holdings worth $5.08M as of Q1 2026.
  • Vident Advisory sold 258,405 Nu Holdings shares in Q1 2026, an estimated $4.19M.
  • Nu Holdings made up 0.04% of Vident Advisory's portfolio in Q1 2026, its #354 holding.
  • Vident Advisory first reported a position in Nu Holdings in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Nu Holdings position peaked at $10.2M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.