Aaron Wealth Advisors’s Nu Holdings NU Stock Holding History

Aaron Wealth 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 Q2	$228K	Sell	17,092 -8,720	-34%	-$118K	0.01%	653
2026 Q1	$371K	Sell	25,812 -10,603	-29%	-$172K	0.02%	480
2025 Q4	$610K	Buy	36,415 +14,085	+63%	+$226K	0.03%	380
2025 Q3	$358K	Buy	+22,330	New	+$311K	0.02%	490

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's NU Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Nu Holdings (NU) stake by 34% in Q2 2026, selling an estimated $118K and leaving 17,092 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #653.

Aaron Wealth Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $610K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Aaron Wealth Advisors held 17,092 shares of Nu Holdings worth $228K as of Q2 2026.
Aaron Wealth Advisors sold 8,720 Nu Holdings shares in Q2 2026, an estimated $118K.
Nu Holdings made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #653 holding.
Aaron Wealth Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
Aaron Wealth Advisors's Nu Holdings position peaked at $610K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.