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Waverly Advisors’s Nu Holdings NU Stock Holding History

Waverly Advisors’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 		$175K Sell
12,150
-92
-0.8% -$1.49K ﹤0.01% 1505
2025
Q4 		$205K Buy
+12,242
New +$197K ﹤0.01% 1380

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

Waverly Advisors's NU Position: Q1 2026 in Review

Waverly Advisors reduced its Nu Holdings (NU) stake by 0.75% in Q1 2026, selling an estimated $1.49K and leaving 12,150 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Waverly Advisors first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Waverly Advisors held 12,150 shares of Nu Holdings worth $175K as of Q1 2026.
  • Waverly Advisors sold 92 Nu Holdings shares in Q1 2026, an estimated $1.49K.
  • Nu Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1505 holding.
  • Waverly Advisors first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Nu Holdings position peaked at $205K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.