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Acumen Wealth Advisors’s Nu Holdings NU Stock Holding History

Acumen 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 		$6.4K Buy
479
+69
+17% +$930 ﹤0.01% 380
2026
Q1 		$5.89K Buy
+410
New +$6.64K ﹤0.01% 373

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

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

Acumen Wealth Advisors increased its Nu Holdings (NU) stake by 17% in Q2 2026, buying an estimated $930 and bringing the position to 479 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Acumen Wealth Advisors first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Acumen Wealth Advisors held 479 shares of Nu Holdings worth $6.4K as of Q2 2026.
  • Acumen Wealth Advisors bought 69 Nu Holdings shares in Q2 2026, an estimated $930.
  • Nu Holdings made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Acumen Wealth Advisors first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.