Belpointe Asset Management’s Nu Holdings NU Stock Holding History

Belpointe Asset Management’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	$1.59M	Buy	118,793 +57,994	+95%	+$782K	0.05%	340
2026 Q1	$874K	Sell	60,799 -45,568	-43%	-$739K	0.03%	504
2025 Q4	$1.78M	Buy	106,367 +24,313	+30%	+$391K	0.06%	244
2025 Q3	$1.31M	Buy	82,054 +34,828	+74%	+$486K	0.05%	329
2025 Q2	$648K	Buy	+47,226	New	+$565K	0.03%	487
2023 Q3	–	Sell	-16,532	Closed	-$130K	–	698
2023 Q2	$130K	Buy	16,532 +11,532	+231%	+$70.8K	0.01%	587
2023 Q1	$23.8K	Hold	5,000	–	–	﹤0.01%	2210
2022 Q4	$20.4K	Buy	+5,000	New	+$21.7K	﹤0.01%	2172

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Belpointe Asset Management's NU Position: Q2 2026 in Review

Belpointe Asset Management increased its Nu Holdings (NU) stake by 95% in Q2 2026, buying an estimated $782K and bringing the position to 118,793 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #340.

Belpointe Asset Management first reported a position in NU in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Belpointe Asset Management held 118,793 shares of Nu Holdings worth $1.59M as of Q2 2026.
Belpointe Asset Management bought 57,994 Nu Holdings shares in Q2 2026, an estimated $782K.
Nu Holdings made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #340 holding.
Belpointe Asset Management first reported a position in Nu Holdings in Q4 2022 and has held it in 8 quarters since.
Belpointe Asset Management's Nu Holdings position peaked at $1.78M in Q4 2025.
255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.