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Cassaday & Co Wealth Management’s Nu Holdings NU Stock Holding History

Cassaday & Co 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 		– Sell
-548
Closed -$7.88K – 1397
2026
Q1 		$7.88K Buy
+548
New +$8.88K ﹤0.01% 908

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

Cassaday & Co Wealth Management's NU Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 548 shares — an estimated $7.88K sold.

Cassaday & Co Wealth Management first reported a position in NU in Q1 2026 and held it in 1 quarter. The position peaked at $7.88K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 548 Nu Holdings shares in Q2 2026, an estimated $7.88K.
  • Cassaday & Co Wealth Management first reported a position in Nu Holdings in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Nu Holdings position peaked at $7.88K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.