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Bluebird Wealth Management’s Nu Holdings NU Stock Holding History

Bluebird Wealth 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 		$321K Sell
24,037
-1,299
-5% -$17.5K 0.28% 72
2026
Q1 		$364K Buy
25,336
+1,112
+5% +$18K 0.37% 61
2025
Q4 		$406K Buy
+24,224
New +$389K 0.38% 62

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

Bluebird Wealth Management's NU Position: Q2 2026 in Review

Bluebird Wealth Management reduced its Nu Holdings (NU) stake by 5.1% in Q2 2026, selling an estimated $17.5K and leaving 24,037 shares worth $321K. The position accounts for 0.28% of the portfolio, ranked #72.

Bluebird Wealth Management first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Bluebird Wealth Management held 24,037 shares of Nu Holdings worth $321K as of Q2 2026.
  • Bluebird Wealth Management sold 1,299 Nu Holdings shares in Q2 2026, an estimated $17.5K.
  • Nu Holdings made up 0.28% of Bluebird Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Bluebird Wealth Management first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Nu Holdings position peaked at $406K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.