Aventura Private Wealth’s Nu Holdings NU Stock Holding History

Aventura Private Wealth’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	$118K	Sell	8,861 -34	-0.4%	-$458	0.04%	229
2026 Q1	$128K	Hold	8,895	–	–	0.05%	198
2025 Q4	$149K	Hold	8,895	–	–	0.05%	173
2025 Q3	$142K	Hold	8,895	–	–	0.05%	183
2025 Q2	$122K	Buy	8,895 +7,200	+425%	+$86.2K	0.05%	183
2025 Q1	$17.4K	Hold	1,695	–	–	0.01%	376
2024 Q4	$17.6K	Buy	+1,695	New	+$22.5K	0.01%	368

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's NU Position: Q2 2026 in Review

Aventura Private Wealth reduced its Nu Holdings (NU) stake by 0.38% in Q2 2026, selling an estimated $458 and leaving 8,861 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #229.

Aventura Private Wealth first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Aventura Private Wealth held 8,861 shares of Nu Holdings worth $118K as of Q2 2026.
Aventura Private Wealth sold 34 Nu Holdings shares in Q2 2026, an estimated $458.
Nu Holdings made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #229 holding.
Aventura Private Wealth first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Nu Holdings position peaked at $149K in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.