AWM
NU icon

Activest Wealth Management’s Nu Holdings NU Stock Holding History

Activest 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 		$62K Buy
4,640
+3,747
+420% +$50.5K 0.01% 240
2026
Q1 		$12.8K Buy
+893
New +$14.5K ﹤0.01% 630
2025
Q4 		– Sell
-6,285
Closed -$101K – 1260
2025
Q3 		$101K Buy
6,285
+5,540
+744% +$77.3K 0.02% 184
2025
Q2 		$10.2K Buy
745
+166
+29% +$1.99K ﹤0.01% 423
2025
Q1 		$5.93K Buy
579
+7
+1% +$83 ﹤0.01% 486
2024
Q4 		$5.93K Buy
+572
New +$7.61K ﹤0.01% 361

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

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

Activest Wealth Management increased its Nu Holdings (NU) stake by 420% in Q2 2026, buying an estimated $50.5K and bringing the position to 4,640 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #240.

Activest Wealth Management first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Activest Wealth Management held 4,640 shares of Nu Holdings worth $62K as of Q2 2026.
  • Activest Wealth Management bought 3,747 Nu Holdings shares in Q2 2026, an estimated $50.5K.
  • Nu Holdings made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Activest Wealth Management first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Nu Holdings position peaked at $101K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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