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Atlantic Edge Private Wealth Management’s Nu Holdings NU Stock Holding History

Atlantic Edge Private 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 		$7.35K Hold
550
– – ﹤0.01% 457
2026
Q1 		$7.9K Hold
550
– – ﹤0.01% 419
2025
Q4 		$9.21K Hold
550
– – ﹤0.01% 387
2025
Q3 		$8.81K Buy
+550
New +$7.67K ﹤0.01% 381

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlantic Edge Private Wealth Management's NU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Nu Holdings (NU) position steady in Q2 2026 at 550 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Atlantic Edge Private Wealth Management first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.21K in Q4 2025. 300 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 550 shares of Nu Holdings worth $7.35K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Edge Private Wealth Management's Nu Holdings position peaked at $9.21K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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