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Vise Technologies’s Nu Holdings NU Stock Holding History

Vise Technologies’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 		$426K Hold
25,466
– – 0.01% 959
2025
Q4 		$426K Sell
25,466
-2,364
-8% -$38K 0.01% 965
2025
Q3 		$446K Buy
27,830
+1,770
+7% +$24.7K 0.02% 715
2025
Q2 		$358K Buy
+26,060
New +$312K 0.01% 766
2024
Q4 		$142K Buy
13,725
+46
+0.3% +$612 0.01% 797
2024
Q3 		$187K Buy
+13,679
New +$184K 0.02% 570

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

Vise Technologies's NU Position: Q1 2026 in Review

Vise Technologies held its Nu Holdings (NU) position steady in Q1 2026 at 25,466 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #959.

Vise Technologies first reported a position in NU in Q3 2024 and has held it in 6 quarters since. The position peaked at $446K in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Vise Technologies held 25,466 shares of Nu Holdings worth $426K as of Q1 2026.
  • Vise Technologies left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #959 holding.
  • Vise Technologies first reported a position in Nu Holdings in Q3 2024 and has held it in 6 quarters since.
  • Vise Technologies's Nu Holdings position peaked at $446K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.