Bogart Wealth LLC’s Nu Holdings NU Stock Holding History

Bogart Wealth LLC’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	$160	Hold	12	–	–	﹤0.01%	1913
2026 Q1	$172	Buy	+12	New	+$195	﹤0.01%	1711

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

Bogart Wealth LLC's NU Position: Q2 2026 in Review

Bogart Wealth LLC held its Nu Holdings (NU) position steady in Q2 2026 at 12 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Bogart Wealth LLC first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $172 in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Bogart Wealth LLC held 12 shares of Nu Holdings worth $160 as of Q2 2026.
Bogart Wealth LLC left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1913 holding.
Bogart Wealth LLC first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
Bogart Wealth LLC's Nu Holdings position peaked at $172 in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.