Channel Wealth’s Nu Holdings NU Stock Holding History

Channel Wealth’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	$3.19M	Buy	238,693 +28,788	+14%	+$388K	0.72%	44
2026 Q1	$3.02M	Buy	+209,905	New	+$3.4M	0.73%	50
2024 Q3	–	Sell	-100,918	Closed	-$1.3M	–	173
2024 Q2	$1.3M	Sell	100,918 -49,669	-33%	-$578K	0.47%	57
2024 Q1	$1.8M	Sell	150,587 -31,279	-17%	-$319K	0.72%	43
2023 Q4	$1.51M	Buy	181,866 +30,492	+20%	+$246K	0.72%	46
2023 Q3	$1.1M	Buy	+151,374	New	+$1.13M	0.61%	52

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

Channel Wealth's NU Position: Q2 2026 in Review

Channel Wealth increased its Nu Holdings (NU) stake by 14% in Q2 2026, buying an estimated $388K and bringing the position to 238,693 shares worth $3.19M. The position accounts for 0.72% of the portfolio, ranked #44.

Channel Wealth first reported a position in NU in Q3 2023 and has held it in 6 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Channel Wealth held 238,693 shares of Nu Holdings worth $3.19M as of Q2 2026.
Channel Wealth bought 28,788 Nu Holdings shares in Q2 2026, an estimated $388K.
Nu Holdings made up 0.72% of Channel Wealth's portfolio in Q2 2026, its #44 holding.
Channel Wealth first reported a position in Nu Holdings in Q3 2023 and has held it in 6 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.