Asset One Wealth Management’s Nu Holdings NU Stock Holding History

Asset One 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	$341K	Buy	24,600 +4,299	+21%	+$57.9K	0.04%	264
2026 Q1	$306K	Buy	+20,301	New	+$329K	0.03%	272

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

Asset One Wealth Management's NU Position: Q2 2026 in Review

Asset One Wealth Management increased its Nu Holdings (NU) stake by 21% in Q2 2026, buying an estimated $57.9K and bringing the position to 24,600 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #264.

Asset One Wealth Management first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Asset One Wealth Management held 24,600 shares of Nu Holdings worth $341K as of Q2 2026.
Asset One Wealth Management bought 4,299 Nu Holdings shares in Q2 2026, an estimated $57.9K.
Nu Holdings made up 0.04% of Asset One Wealth Management's portfolio in Q2 2026, its #264 holding.
Asset One Wealth Management first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.