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Claro Advisors’s Nu Holdings NU Stock Holding History

Claro 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 		$283K Buy
21,214
+199
+0.9% +$2.68K 0.03% 422
2026
Q1 		$302K Sell
21,015
-1,670
-7% -$27.1K 0.04% 367
2025
Q4 		$380K Buy
22,685
+135
+0.6% +$2.17K 0.05% 276
2025
Q3 		$361K Hold
22,550
– – 0.05% 282
2025
Q2 		$309K Sell
22,550
-201
-0.9% -$2.41K 0.05% 286
2025
Q1 		$233K Buy
22,751
+832
+4% +$9.83K 0.03% 443
2024
Q4 		$227K Sell
21,919
-757
-3% -$10.1K 0.03% 429
2024
Q3 		$310K Sell
22,676
-452
-2% -$6.08K 0.04% 369
2024
Q2 		$298K Sell
23,128
-1,971
-8% -$22.9K 0.05% 328
2024
Q1 		$299K Hold
25,099
– – 0.05% 322
2023
Q4 		$209K Sell
25,099
-6,171
-20% -$49.9K 0.05% 367
2023
Q3 		$227K Buy
31,270
+650
+2% +$4.86K 0.06% 325
2023
Q2 		$242K Buy
30,620
+218
+0.7% +$1.34K 0.06% 308
2023
Q1 		$145K Sell
30,402
-6,210
-17% -$27.7K 0.04% 338
2022
Q4 		$149K Sell
36,612
-1,364
-4% -$5.93K 0.05% 302
2022
Q3 		$142K Hold
37,976
– – 0.06% 259
2022
Q2 		$142K Buy
+37,976
New +$193K 0.06% 259

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

Claro Advisors's NU Position: Q2 2026 in Review

Claro Advisors increased its Nu Holdings (NU) stake by 0.95% in Q2 2026, buying an estimated $2.68K and bringing the position to 21,214 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #422.

Claro Advisors first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $380K in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Claro Advisors held 21,214 shares of Nu Holdings worth $283K as of Q2 2026.
  • Claro Advisors bought 199 Nu Holdings shares in Q2 2026, an estimated $2.68K.
  • Nu Holdings made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #422 holding.
  • Claro Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Claro Advisors's Nu Holdings position peaked at $380K in Q4 2025.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.