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Warther Private Wealth’s Nu Holdings NU Stock Holding History

Warther Private Wealth’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 		$21.3M Buy
1,481,029
+450,860
+44% +$7.31M 4.99% 4
2025
Q4 		$17.2M Sell
1,030,169
-296,850
-22% -$4.77M 4.12% 12
2025
Q3 		$21.2M Sell
1,327,019
-541,450
-29% -$7.55M 5.03% 7
2025
Q2 		$25.6M Sell
1,868,469
-171,672
-8% -$2.06M 6.67% 7
2025
Q1 		$20.9M Buy
2,040,141
+583,547
+40% +$6.9M 6.87% 6
2024
Q4 		$15.1M Buy
1,456,594
+599,250
+70% +$7.97M 5.08% 7
2024
Q3 		$11.7M Buy
857,344
+13,950
+2% +$188K 4.1% 9
2024
Q2 		$10.9M Buy
843,394
+271,100
+47% +$3.16M 4.26% 6
2024
Q1 		$6.83M Buy
572,294
+98,350
+21% +$1M 3.05% 13
2023
Q4 		$3.95M Buy
473,944
+441,135
+1,345% +$3.57M 2.21% 16
2023
Q3 		$238K Buy
32,809
+9,500
+41% +$71.1K 0.16% 56
2023
Q2 		$184K Hold
23,309
– – 0.13% 62
2023
Q1 		$111K Sell
23,309
-6,225
-21% -$27.7K 0.08% 64
2022
Q4 		$120K Buy
29,534
+1,618
+6% +$7.03K 0.09% 77
2022
Q3 		$123K Buy
27,916
+12,634
+83% +$58K 0.1% 80
2022
Q2 		$60K Buy
+15,282
New +$77.5K 0.04% 107

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 $1.9T AUM 41.92% 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 $1.37T 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

Warther Private Wealth's NU Position: Q1 2026 in Review

Warther Private Wealth increased its Nu Holdings (NU) stake by 44% in Q1 2026, buying an estimated $7.31M and bringing the position to 1,481,029 shares worth $21.3M. The position accounts for 4.99% of the portfolio, ranked #4.

Warther Private Wealth first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $25.6M in Q2 2025. 902 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Warther Private Wealth held 1,481,029 shares of Nu Holdings worth $21.3M as of Q1 2026.
  • Warther Private Wealth bought 450,860 Nu Holdings shares in Q1 2026, an estimated $7.31M.
  • Nu Holdings made up 4.99% of Warther Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Warther Private Wealth first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Warther Private Wealth's Nu Holdings position peaked at $25.6M in Q2 2025.
  • 902 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.