Circle Wealth Management’s Nu Holdings NU Stock Holding History

Circle 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	$1.14M	Buy	85,491 +11,458	+15%	+$154K	0.01%	138
2026 Q1	$1.06M	Buy	74,033 +10,106	+16%	+$164K	0.02%	129
2025 Q4	$1.07M	Hold	63,927	–	–	0.02%	130
2025 Q3	$1.02M	Sell	63,927 -8,931	-12%	-$125K	0.02%	119
2025 Q2	$1,000K	Sell	72,858 -68,230	-48%	-$817K	0.02%	117
2025 Q1	$1.44M	Buy	141,088 +31,346	+29%	+$370K	0.03%	97
2024 Q4	$1.14M	Buy	109,742 +5,674	+5%	+$75.5K	0.02%	107
2024 Q3	$1.42M	Buy	104,068 +61,288	+143%	+$825K	0.03%	94
2024 Q2	$551K	Buy	+42,780	New	+$498K	0.01%	155

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

Circle Wealth Management's NU Position: Q2 2026 in Review

Circle Wealth Management increased its Nu Holdings (NU) stake by 15% in Q2 2026, buying an estimated $154K and bringing the position to 85,491 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #138.

Circle Wealth Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q1 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Circle Wealth Management held 85,491 shares of Nu Holdings worth $1.14M as of Q2 2026.
Circle Wealth Management bought 11,458 Nu Holdings shares in Q2 2026, an estimated $154K.
Nu Holdings made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #138 holding.
Circle Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Circle Wealth Management's Nu Holdings position peaked at $1.44M in Q1 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.