Apollon Wealth Management’s Nu Holdings NU Stock Holding History

Apollon 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	–	Sell	-21,872	Closed	-$314K	–	1637
2026 Q1	$314K	Sell	21,872 -7,232	-25%	-$117K	0.01%	1088
2025 Q4	$487K	Buy	+29,104	New	+$468K	0.01%	844
2025 Q2	–	Sell	-24,552	Closed	-$251K	–	1305
2025 Q1	$251K	Buy	+24,552	New	+$290K	0.01%	1018

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

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

Apollon Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 21,872 shares — an estimated $314K sold.

Apollon Wealth Management first reported a position in NU in Q1 2025 and held it in 3 quarters. The position peaked at $487K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Apollon Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Apollon Wealth Management sold 21,872 Nu Holdings shares in Q2 2026, an estimated $314K.
Apollon Wealth Management first reported a position in Nu Holdings in Q1 2025 and held it in 3 quarters.
Apollon Wealth Management's Nu Holdings position peaked at $487K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.