WWM
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Western Wealth Management’s Nu Holdings NU Stock Holding History

Western Wealth Management’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 		$289K Sell
20,090
-6,025
-23% -$97.7K 0.01% 814
2025
Q4 		$437K Sell
26,115
-1,048
-4% -$16.8K 0.02% 552
2025
Q3 		$435K Buy
27,163
+6,935
+34% +$96.7K 0.02% 476
2025
Q2 		$278K Buy
20,228
+5,330
+36% +$63.8K 0.02% 572
2025
Q1 		$153K Buy
+14,898
New +$176K 0.01% 664

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

Western Wealth Management's NU Position: Q1 2026 in Review

Western Wealth Management reduced its Nu Holdings (NU) stake by 23% in Q1 2026, selling an estimated $97.7K and leaving 20,090 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #814.

Western Wealth Management first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $437K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Western Wealth Management held 20,090 shares of Nu Holdings worth $289K as of Q1 2026.
  • Western Wealth Management sold 6,025 Nu Holdings shares in Q1 2026, an estimated $97.7K.
  • Nu Holdings made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #814 holding.
  • Western Wealth Management first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • Western Wealth Management's Nu Holdings position peaked at $437K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.