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Canvas Wealth Advisors’s Nu Holdings NU Stock Holding History

Canvas Wealth 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 		$196K Sell
14,683
-2,551
-15% -$34.4K 0.03% 246
2026
Q1 		$248K Sell
17,234
-614
-3% -$9.95K 0.04% 204
2025
Q4 		$299K Sell
17,848
-1,239
-6% -$19.9K 0.05% 163
2025
Q3 		$292K Buy
19,087
+900
+5% +$12.6K 0.05% 156
2025
Q2 		$229K Buy
18,187
+57
+0.3% +$683 0.05% 187
2025
Q1 		$203K Buy
+18,130
New +$214K 0.05% 174

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

Canvas Wealth Advisors's NU Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Nu Holdings (NU) stake by 15% in Q2 2026, selling an estimated $34.4K and leaving 14,683 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #246.

Canvas Wealth Advisors first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $299K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Canvas Wealth Advisors held 14,683 shares of Nu Holdings worth $196K as of Q2 2026.
  • Canvas Wealth Advisors sold 2,551 Nu Holdings shares in Q2 2026, an estimated $34.4K.
  • Nu Holdings made up 0.03% of Canvas Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • Canvas Wealth Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Canvas Wealth Advisors's Nu Holdings position peaked at $299K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.