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Wealth Alliance’s Nu Holdings NU Stock Holding History

Wealth Alliance’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 		$456K Buy
31,722
+11,522
+57% +$187K 0.05% 314
2025
Q4 		$338K Buy
20,200
+9,351
+86% +$150K 0.03% 403
2025
Q3 		$174K Buy
+10,849
New +$151K 0.02% 539

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

Wealth Alliance's NU Position: Q1 2026 in Review

Wealth Alliance increased its Nu Holdings (NU) stake by 57% in Q1 2026, buying an estimated $187K and bringing the position to 31,722 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #314.

Wealth Alliance first reported a position in NU in Q3 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Wealth Alliance held 31,722 shares of Nu Holdings worth $456K as of Q1 2026.
  • Wealth Alliance bought 11,522 Nu Holdings shares in Q1 2026, an estimated $187K.
  • Nu Holdings made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #314 holding.
  • Wealth Alliance first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.