Arax Advisory Partners’s Nu Holdings NU Stock Holding History

Arax Advisory Partners’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	$327K	Buy	24,460 +11,705	+92%	+$158K	﹤0.01%	1924
2026 Q1	$183K	Sell	12,755 -924	-7%	-$15K	0.01%	1128
2025 Q4	$229K	Sell	13,679 -6,073	-31%	-$97.6K	0.01%	978
2025 Q3	$316K	Buy	19,752 +8,359	+73%	+$117K	﹤0.01%	1077
2025 Q2	$156K	Sell	11,393 -228	-2%	-$2.73K	0.01%	752
2025 Q1	$119K	Buy	11,621 +2,468	+27%	+$29.2K	0.01%	669
2024 Q4	$94.8K	Sell	9,153 -5,440	-37%	-$72.4K	0.01%	691
2024 Q3	$199K	Buy	14,593 +259	+2%	+$3.48K	0.02%	346
2024 Q2	$185K	Buy	14,334 +613	+4%	+$7.14K	0.02%	347
2024 Q1	$164K	Buy	13,721 +13,685	+38,014%	+$140K	0.02%	318
2023 Q4	$300	Buy	+36	New	+$291	﹤0.01%	1257
2022 Q1	–	Sell	-131	Closed	-$1K	–	1189
2021 Q4	$1K	Buy	+131	New	+$1.29K	﹤0.01%	1047

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

Arax Advisory Partners's NU Position: Q2 2026 in Review

Arax Advisory Partners increased its Nu Holdings (NU) stake by 92% in Q2 2026, buying an estimated $158K and bringing the position to 24,460 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Arax Advisory Partners first reported a position in NU in Q4 2021 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Arax Advisory Partners held 24,460 shares of Nu Holdings worth $327K as of Q2 2026.
Arax Advisory Partners bought 11,705 Nu Holdings shares in Q2 2026, an estimated $158K.
Nu Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1924 holding.
Arax Advisory Partners first reported a position in Nu Holdings in Q4 2021 and has held it in 12 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.