Vontobel Holding
NU icon

Vontobel Holding’s Nu Holdings NU Stock Holding History

Vontobel Holding’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
2025
Q3 		– Sell
-18,700
Closed -$257K – 1408
2025
Q2 		$257K Buy
+18,700
New +$224K ﹤0.01% 1098

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

Vontobel Holding's NU Position: Q1 2026 in Review

Vontobel Holding reduced its Nu Holdings (NU) stake by 52% in Q1 2026, selling an estimated $1.19M and leaving 68,944 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Vontobel Holding first reported a position in NU in Q3 2022 and has held it in 15 quarters since. The position peaked at $45.5M in Q2 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Vontobel Holding held 68,944 shares of Nu Holdings worth $991K as of Q1 2026.
  • Vontobel Holding sold 73,432 Nu Holdings shares in Q1 2026, an estimated $1.19M.
  • Nu Holdings made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #661 holding.
  • Vontobel Holding first reported a position in Nu Holdings in Q3 2022 and has held it in 15 quarters since.
  • Vontobel Holding's Nu Holdings position peaked at $45.5M in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.