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Moran Wealth Management, LLC → NU

Moran Wealth Management, LLC NU Position History

Nu Holdings Ltd. • Financial Services

Quarters held
7
Latest value
$13
Q3 2026
Peak value
$12.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5M
Q1 2026$2K
Q1 2026$5.2M
Q2 2026$5.6M
Q2 2026$1K
Q3 2026$12.9M
Q3 2026$13

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$131——
Q3 2026$12.9M1.02M——
Q2 2026$1K108——
Q2 2026$5.6M419.7K——
Q1 2026$5.2M360.0K——
Q1 2026$2K120——
Q4 2025$5M300.4K——

Other funds holding NU

Other Moran Wealth Management, LLC positions

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PH

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NVDA

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$56.2M