Carolina Wealth Advisors’s Nu Holdings NU Stock Holding History

Carolina 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	$5.22K	Hold	391	–	–	﹤0.01%	235
2026 Q1	$5.62K	Sell	391 -83,187	-100%	-$1.35M	﹤0.01%	217
2025 Q4	$1.4M	Buy	83,578 +538	+0.6%	+$8.65K	0.62%	36
2025 Q3	$1.33M	Buy	83,040 +8,635	+12%	+$120K	0.57%	37
2025 Q2	$1.02M	Buy	74,405 +17,842	+32%	+$214K	0.5%	42
2025 Q1	$579K	Buy	56,563 +42,121	+292%	+$498K	0.31%	46
2024 Q4	$150K	Buy	14,442 +11,228	+349%	+$149K	0.08%	72
2024 Q3	$43.9K	Buy	+3,214	New	+$43.2K	0.02%	121

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

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

Carolina Wealth Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 391 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Carolina Wealth Advisors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Carolina Wealth Advisors held 391 shares of Nu Holdings worth $5.22K as of Q2 2026.
Carolina Wealth Advisors left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #235 holding.
Carolina Wealth Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Carolina Wealth Advisors's Nu Holdings position peaked at $1.4M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.