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Armstrong Advisory Group’s Nu Holdings NU Stock Holding History

Armstrong Advisory Group’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 		$26.7K Hold
2,000
– – ﹤0.01% 537
2026
Q1 		$28.7K Hold
2,000
– – ﹤0.01% 496
2025
Q4 		$33.5K Hold
2,000
– – ﹤0.01% 473
2025
Q3 		$32K Hold
2,000
– – ﹤0.01% 479
2025
Q2 		$27.4K Buy
+2,000
New +$23.9K ﹤0.01% 489

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

Armstrong Advisory Group's NU Position: Q2 2026 in Review

Armstrong Advisory Group held its Nu Holdings (NU) position steady in Q2 2026 at 2,000 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Armstrong Advisory Group first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.5K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Armstrong Advisory Group held 2,000 shares of Nu Holdings worth $26.7K as of Q2 2026.
  • Armstrong Advisory Group left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #537 holding.
  • Armstrong Advisory Group first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • Armstrong Advisory Group's Nu Holdings position peaked at $33.5K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.