Arkfeld Wealth Strategies’s Nu Holdings NU Stock Holding History

Arkfeld Wealth Strategies’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	$426K	Sell	30,295 -1,500	-5%	-$20.2K	0.13%	78
2026 Q1	$488K	Sell	31,795 -1,500	-5%	-$24.3K	0.15%	67
2025 Q4	$583K	Hold	33,295	–	–	0.2%	56
2025 Q3	$510K	Sell	33,295 -6,305	-16%	-$88K	0.19%	56
2025 Q2	$529K	Sell	39,600 -6,240	-14%	-$74.7K	0.21%	53
2025 Q1	$501K	Sell	45,840 -6,405	-12%	-$75.7K	0.22%	55
2024 Q4	$579K	Buy	52,245 +1,000	+2%	+$13.3K	0.27%	49
2024 Q3	$678K	Sell	51,245 -300	-0.6%	-$4.04K	0.33%	45
2024 Q2	$662K	Hold	51,545	–	–	0.34%	49
2024 Q1	$596K	Buy	+51,545	New	+$526K	0.33%	47

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

Arkfeld Wealth Strategies's NU Position: Q2 2026 in Review

Arkfeld Wealth Strategies reduced its Nu Holdings (NU) stake by 4.7% in Q2 2026, selling an estimated $20.2K and leaving 30,295 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #78.

Arkfeld Wealth Strategies first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $678K in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Arkfeld Wealth Strategies held 30,295 shares of Nu Holdings worth $426K as of Q2 2026.
Arkfeld Wealth Strategies sold 1,500 Nu Holdings shares in Q2 2026, an estimated $20.2K.
Nu Holdings made up 0.13% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #78 holding.
Arkfeld Wealth Strategies first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Arkfeld Wealth Strategies's Nu Holdings position peaked at $678K in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.