Action Point Financial Planning’s Nu Holdings NU Stock Holding History

Action Point Financial Planning’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	$6.67K	Buy	+502	New	+$6.77K	﹤0.01%	1672

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

Action Point Financial Planning's NU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nu Holdings (NU) in Q2 2026: 502 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings.

851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Action Point Financial Planning held 502 shares of Nu Holdings worth $6.67K as of Q2 2026.
Nu Holdings was a new Action Point Financial Planning position in Q2 2026.
Nu Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1672 holding.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.