Brian C. Broderick’s Nu Holdings NU Stock Holding History

Brian C. Broderick’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	$1.54M	Hold	114,962	–	–	0.24%	54
2026 Q1	$1.65M	Hold	114,962	–	–	0.3%	52
2025 Q4	$1.92M	Buy	114,962 +20,152	+21%	+$324K	0.36%	46
2025 Q3	$1.52M	Buy	94,810 +20,152	+27%	+$281K	0.29%	52
2025 Q2	$1.02M	Buy	74,658 +43,194	+137%	+$517K	0.2%	57
2025 Q1	$322K	Buy	+31,464	New	+$372K	0.07%	75

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

Brian C. Broderick's NU Position: Q2 2026 in Review

Brian C. Broderick held its Nu Holdings (NU) position steady in Q2 2026 at 114,962 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #54.

Brian C. Broderick first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Brian C. Broderick held 114,962 shares of Nu Holdings worth $1.54M as of Q2 2026.
Brian C. Broderick left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.24% of Brian C. Broderick's portfolio in Q2 2026, its #54 holding.
Brian C. Broderick first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Brian C. Broderick's Nu Holdings position peaked at $1.92M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Brian C. Broderick's 13F filing for Q2 2026, filed 11 Aug 2026.