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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
2025
Q3 		– Sell
-100,000
Closed -$1.37M – 57
2025
Q2 		$1.37M Hold
100,000
– – 0.36% 21
2025
Q1 		$1.02M Buy
+100,000
New +$1.18M 0.34% 25

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.