William Mack & Associates’s Nu Holdings NU Stock Holding History

William Mack & Associates’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 Q3	$20.3K	Buy	+1,602	New	+$22.7K	0.01%	323

Other funds holding NU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

William Mack & Associates's NU Position: Q3 2026 in Review

William Mack & Associates opened a new position in Nu Holdings (NU) in Q3 2026: 1,602 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

William Mack & Associates held 1,602 shares of Nu Holdings worth $20.3K as of Q3 2026.
Nu Holdings was a new William Mack & Associates position in Q3 2026.
Nu Holdings made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #323 holding.
688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.