Abound Wealth Management’s Nu Holdings NU Stock Holding History

Abound 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 Q2	$214	Sell	16 -10	-38%	-$135	﹤0.01%	1099
2026 Q1	$374	Hold	26	–	–	﹤0.01%	1090
2025 Q4	$436	Hold	26	–	–	﹤0.01%	969
2025 Q3	$417	Hold	26	–	–	﹤0.01%	947
2025 Q2	$357	Hold	26	–	–	﹤0.01%	894
2025 Q1	$267	Sell	26 -6	-19%	-$71	﹤0.01%	896
2024 Q4	$332	Hold	32	–	–	﹤0.01%	867
2024 Q3	$437	Buy	+32	New	+$431	﹤0.01%	894

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

Abound Wealth Management's NU Position: Q2 2026 in Review

Abound Wealth Management reduced its Nu Holdings (NU) stake by 38% in Q2 2026, selling an estimated $135 and leaving 16 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Abound Wealth Management first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $437 in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Abound Wealth Management held 16 shares of Nu Holdings worth $214 as of Q2 2026.
Abound Wealth Management sold 10 Nu Holdings shares in Q2 2026, an estimated $135.
Nu Holdings made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1099 holding.
Abound Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's Nu Holdings position peaked at $437 in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.