Wedbush Securities’s Nu Holdings NU Stock Holding History

Wedbush Securities’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	$235K	Hold	16,388	–	–	0.01%	1028
2025 Q4	$274K	Sell	16,388 -1,000	-6%	-$16.1K	0.01%	934
2025 Q3	$278K	Sell	17,388 -47,247	-73%	-$659K	0.01%	895
2025 Q2	$887K	Sell	64,635 -898	-1%	-$10.8K	0.03%	448
2025 Q1	$671K	Buy	65,533 +5,587	+9%	+$66K	0.02%	512
2024 Q4	$621K	Buy	59,946 +398	+0.7%	+$5.29K	0.02%	531
2024 Q3	$813K	Buy	59,548 +37,676	+172%	+$507K	0.03%	435
2024 Q2	$282K	Buy	21,872 +6,298	+40%	+$73.3K	0.01%	886
2024 Q1	$186K	Buy	+15,574	New	+$159K	0.01%	1120

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wedbush Securities's NU Position: Q1 2026 in Review

Wedbush Securities held its Nu Holdings (NU) position steady in Q1 2026 at 16,388 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #1028.

Wedbush Securities first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $887K in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Wedbush Securities held 16,388 shares of Nu Holdings worth $235K as of Q1 2026.
Wedbush Securities left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1028 holding.
Wedbush Securities first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Wedbush Securities's Nu Holdings position peaked at $887K in Q2 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.