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Basecamp Wealth Advisors’s Nu Holdings NU Stock Holding History

Basecamp Wealth Advisors’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 		$5.76K Sell
431
-170
-28% -$2.29K ﹤0.01% 1143
2026
Q1 		$8.64K Sell
601
-4
-0.7% -$65 ﹤0.01% 1058
2025
Q4 		$10.1K Buy
+605
New +$9.72K ﹤0.01% 959

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

Basecamp Wealth Advisors's NU Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Nu Holdings (NU) stake by 28% in Q2 2026, selling an estimated $2.29K and leaving 431 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Basecamp Wealth Advisors first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Basecamp Wealth Advisors held 431 shares of Nu Holdings worth $5.76K as of Q2 2026.
  • Basecamp Wealth Advisors sold 170 Nu Holdings shares in Q2 2026, an estimated $2.29K.
  • Nu Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1143 holding.
  • Basecamp Wealth Advisors first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Nu Holdings position peaked at $10.1K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.