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Avion Wealth’s Nu Holdings NU Stock Holding History

Avion 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 		$8K Hold
600
– – ﹤0.01% 660
2026
Q1 		$8K Buy
600
+200
+50% +$3.24K ﹤0.01% 554
2025
Q4 		$6K Hold
400
– – ﹤0.01% 628
2025
Q3 		$6K Sell
400
-400
-50% -$5.58K ﹤0.01% 620
2025
Q2 		$10K Buy
800
+400
+100% +$4.79K ﹤0.01% 475
2025
Q1 		$4K Hold
400
– – ﹤0.01% 592
2024
Q4 		$4K Hold
400
– – ﹤0.01% 590
2024
Q3 		$5K Buy
+400
New +$5.38K ﹤0.01% 527

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

Avion Wealth's NU Position: Q2 2026 in Review

Avion Wealth held its Nu Holdings (NU) position steady in Q2 2026 at 600 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Avion Wealth first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $10K in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Avion Wealth held 600 shares of Nu Holdings worth $8K as of Q2 2026.
  • Avion Wealth left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #660 holding.
  • Avion Wealth first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
  • Avion Wealth's Nu Holdings position peaked at $10K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.