Cetera Investment Advisers
NU icon

Cetera Investment Advisers’s Nu Holdings NU Stock Holding History

Cetera Investment Advisers’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 		$4.94M Sell
370,119
-49,769
-12% -$671K ﹤0.01% 1628
2026
Q1 		$6.03M Buy
419,888
+27,922
+7% +$453K 0.01% 1378
2025
Q4 		$6.56M Buy
391,966
+104,149
+36% +$1.67M 0.01% 1284
2025
Q3 		$4.61M Buy
287,817
+96,197
+50% +$1.34M 0.01% 1461
2025
Q2 		$2.63M Sell
191,620
-6,831
-3% -$81.8K ﹤0.01% 1642
2025
Q1 		$2.03M Buy
198,451
+4,156
+2% +$49.1K ﹤0.01% 1738
2024
Q4 		$2.01M Buy
194,295
+10,955
+6% +$146K ﹤0.01% 1653
2024
Q3 		$2.5M Buy
183,340
+48,625
+36% +$654K 0.01% 1462
2024
Q2 		$1.74M Buy
134,715
+22,996
+21% +$268K ﹤0.01% 1679
2024
Q1 		$1.33M Buy
111,719
+86,950
+351% +$888K ﹤0.01% 1856
2023
Q4 		$206K Buy
+24,769
New +$200K ﹤0.01% 2024
2023
Q3 		– Sell
-14,209
Closed -$112K – 2270
2023
Q2 		$112K Sell
14,209
-2,398
-14% -$14.7K ﹤0.01% 2085
2023
Q1 		$79K Buy
+16,607
New +$74K ﹤0.01% 2075
2022
Q2 		– Sell
-12,891
Closed -$100K – 1914
2022
Q1 		$100K Buy
+12,891
New +$103K ﹤0.01% 1799

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

Cetera Investment Advisers's NU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nu Holdings (NU) stake by 12% in Q2 2026, selling an estimated $671K and leaving 370,119 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Cetera Investment Advisers first reported a position in NU in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.56M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cetera Investment Advisers held 370,119 shares of Nu Holdings worth $4.94M as of Q2 2026.
  • Cetera Investment Advisers sold 49,769 Nu Holdings shares in Q2 2026, an estimated $671K.
  • Nu Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1628 holding.
  • Cetera Investment Advisers first reported a position in Nu Holdings in Q1 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Nu Holdings position peaked at $6.56M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.