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Wealth Preservation Advisors’s Nu Holdings NU Stock Holding History

Wealth Preservation 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 		$503 Hold
35
– – ﹤0.01% 779
2025
Q4 		$586 Hold
35
– – ﹤0.01% 574
2025
Q3 		$560 Buy
+35
New +$488 ﹤0.01% 548

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 Preservation Advisors's NU Position: Q1 2026 in Review

Wealth Preservation Advisors held its Nu Holdings (NU) position steady in Q1 2026 at 35 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Wealth Preservation Advisors first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $586 in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Wealth Preservation Advisors held 35 shares of Nu Holdings worth $503 as of Q1 2026.
  • Wealth Preservation Advisors left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #779 holding.
  • Wealth Preservation Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Wealth Preservation Advisors's Nu Holdings position peaked at $586 in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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