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Advisornet Financial’s Nu Holdings NU Stock Holding History

Advisornet Financial’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 		$595K Buy
44,537
+4,814
+12% +$64.9K 0.03% 373
2026
Q1 		$571K Buy
39,723
+5,200
+15% +$84.3K 0.03% 350
2025
Q4 		$578K Sell
34,523
-600
-2% -$9.64K 0.03% 359
2025
Q3 		$562K Sell
35,123
-5,730
-14% -$79.9K 0.03% 349
2025
Q2 		$561K Sell
40,853
-8,239
-17% -$98.7K 0.04% 343
2025
Q1 		$503K Buy
49,092
+6,480
+15% +$76.6K 0.04% 349
2024
Q4 		$441K Buy
42,612
+19,675
+86% +$262K 0.04% 337
2024
Q3 		$313K Buy
22,937
+4,067
+22% +$54.7K 0.02% 431
2024
Q2 		$243K Buy
18,870
+15,630
+482% +$182K 0.02% 436
2024
Q1 		$38.7K Buy
3,240
+3,180
+5,300% +$32.5K ﹤0.01% 880
2023
Q4 		$500 Buy
+60
New +$485 ﹤0.01% 2106

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

Advisornet Financial's NU Position: Q2 2026 in Review

Advisornet Financial increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $64.9K and bringing the position to 44,537 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #373.

Advisornet Financial first reported a position in NU in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Advisornet Financial held 44,537 shares of Nu Holdings worth $595K as of Q2 2026.
  • Advisornet Financial bought 4,814 Nu Holdings shares in Q2 2026, an estimated $64.9K.
  • Nu Holdings made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #373 holding.
  • Advisornet Financial first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.