Bell Investment Advisors’s Nu Holdings NU Stock Holding History

Bell Investment 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	$7.67K	Buy	574 +364	+173%	+$4.91K	﹤0.01%	808
2026 Q1	$3.02K	Sell	210 -506	-71%	-$8.2K	﹤0.01%	1168
2025 Q4	$12K	Buy	716 +506	+241%	+$8.13K	﹤0.01%	624
2025 Q3	$3.36K	Hold	210	–	–	﹤0.01%	1110
2025 Q2	$2.88K	Sell	210 -115	-35%	-$1.38K	﹤0.01%	1211
2025 Q1	$3.33K	Hold	325	–	–	﹤0.01%	1096
2024 Q4	$3.37K	Sell	325 -257	-44%	-$3.42K	﹤0.01%	1121
2024 Q3	$7.95K	Buy	582 +124	+27%	+$1.67K	﹤0.01%	716
2024 Q2	$5.9K	Buy	458 +98	+27%	+$1.14K	﹤0.01%	842
2024 Q1	$4.29K	Hold	360	–	–	﹤0.01%	1009
2023 Q4	$3K	Buy	360 +134	+59%	+$1.08K	﹤0.01%	1149
2023 Q3	$1.64K	Buy	226 +64	+40%	+$479	﹤0.01%	1370
2023 Q2	$1.28K	Buy	+162	New	+$995	﹤0.01%	1508
2022 Q4	–	Sell	-94	Closed	–	–	1995
2022 Q3	$0	Buy	+94	New	+$431	﹤0.01%	1875

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 $3.37T AUM 44.26% 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

Bell Investment Advisors's NU Position: Q2 2026 in Review

Bell Investment Advisors increased its Nu Holdings (NU) stake by 173% in Q2 2026, buying an estimated $4.91K and bringing the position to 574 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bell Investment Advisors first reported a position in NU in Q3 2022 and has held it in 14 quarters since. The position peaked at $12K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Bell Investment Advisors held 574 shares of Nu Holdings worth $7.67K as of Q2 2026.
Bell Investment Advisors bought 364 Nu Holdings shares in Q2 2026, an estimated $4.91K.
Nu Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #808 holding.
Bell Investment Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 14 quarters since.
Bell Investment Advisors's Nu Holdings position peaked at $12K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.