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Avestar Capital’s Nu Holdings NU Stock Holding History

Avestar Capital’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 		$1.12M Sell
83,755
-606
-0.7% -$8.17K 0.06% 222
2026
Q1 		$1.21M Buy
84,361
+119
+0.1% +$1.93K 0.08% 189
2025
Q4 		$1.41M Sell
84,242
-47,273
-36% -$760K 0.09% 170
2025
Q3 		$2.11M Buy
131,515
+24,447
+23% +$341K 0.14% 123
2025
Q2 		$1.47M Buy
107,068
+30,665
+40% +$367K 0.1% 147
2025
Q1 		$782K Buy
76,403
+22,594
+42% +$267K 0.07% 229
2024
Q4 		$557K Buy
53,809
+1,353
+3% +$18K 0.05% 267
2024
Q3 		$716K Buy
52,456
+177
+0.3% +$2.38K 0.07% 205
2024
Q2 		$674K Buy
52,279
+175
+0.3% +$2.04K 0.07% 204
2024
Q1 		$622K Buy
52,104
+112
+0.2% +$1.14K 0.07% 209
2023
Q4 		$433K Hold
51,992
– – 0.05% 216
2023
Q3 		$377K Sell
51,992
-24,700
-32% -$185K 0.05% 201
2023
Q2 		$605K Sell
76,692
-196,760
-72% -$1.21M 0.1% 130
2023
Q1 		$1.3M Buy
273,452
+89,194
+48% +$397K 0.23% 59
2022
Q4 		$750K Buy
184,258
+82,042
+80% +$357K 0.14% 99
2022
Q3 		$450K Buy
102,216
+36,156
+55% +$166K 0.11% 136
2022
Q2 		$247K Sell
66,060
-2,367
-3% -$12K 0.06% 240
2022
Q1 		$528K Buy
+68,427
New +$549K 0.08% 219

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

Avestar Capital's NU Position: Q2 2026 in Review

Avestar Capital reduced its Nu Holdings (NU) stake by 0.72% in Q2 2026, selling an estimated $8.17K and leaving 83,755 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #222.

Avestar Capital first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.11M in Q3 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Avestar Capital held 83,755 shares of Nu Holdings worth $1.12M as of Q2 2026.
  • Avestar Capital sold 606 Nu Holdings shares in Q2 2026, an estimated $8.17K.
  • Nu Holdings made up 0.06% of Avestar Capital's portfolio in Q2 2026, its #222 holding.
  • Avestar Capital first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
  • Avestar Capital's Nu Holdings position peaked at $2.11M in Q3 2025.
  • 858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.