Accuvest Global Advisors’s Nu Holdings NU Stock Holding History

Accuvest Global 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	–	Sell	-140,943	Closed	-$2.02M	–	88
2026 Q1	$2.02M	Buy	140,943 +127,383	+939%	+$2.06M	1.89%	22
2025 Q4	$227K	Sell	13,560 -7,847	-37%	-$126K	0.17%	62
2025 Q3	$343K	Sell	21,407 -3,468	-14%	-$48.4K	0.21%	46
2025 Q2	$341K	Sell	24,875 -9,991	-29%	-$120K	0.22%	50
2025 Q1	$357K	Buy	34,866 +1,452	+4%	+$17.2K	0.3%	48
2024 Q4	$346K	Buy	33,414 +6,730	+25%	+$89.5K	0.48%	17
2024 Q3	$364K	Hold	26,684	–	–	0.31%	60
2024 Q2	$344K	Buy	+26,684	New	+$311K	0.76%	17

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

Accuvest Global Advisors's NU Position: Q2 2026 in Review

Accuvest Global Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 140,943 shares — an estimated $2.02M sold.

Accuvest Global Advisors first reported a position in NU in Q2 2024 and held it in 8 quarters. The position peaked at $2.02M in Q1 2026. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Accuvest Global Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Accuvest Global Advisors sold 140,943 Nu Holdings shares in Q2 2026, an estimated $2.02M.
Accuvest Global Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 8 quarters.
Accuvest Global Advisors's Nu Holdings position peaked at $2.02M in Q1 2026.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.