Clearstead Advisors’s Nu Holdings NU Stock Holding History

Clearstead 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	$61K	Sell	4,566 -1,661	-27%	-$22.4K	﹤0.01%	1432
2026 Q1	$89.5K	Buy	6,227 +2,640	+74%	+$42.8K	﹤0.01%	1159
2025 Q4	$60K	Buy	3,587 +1,004	+39%	+$16.1K	﹤0.01%	1321
2025 Q3	$41.4K	Buy	2,583 +70	+3%	+$976	﹤0.01%	1337
2025 Q2	$34.5K	Buy	2,513 +206	+9%	+$2.47K	﹤0.01%	1409
2025 Q1	$23.6K	Buy	2,307 +61	+3%	+$721	﹤0.01%	1377
2024 Q4	$23.3K	Sell	2,246 -192	-8%	-$2.55K	﹤0.01%	1336
2024 Q3	$33.3K	Buy	2,438 +2,046	+522%	+$27.5K	﹤0.01%	1296
2024 Q2	$5.05K	Buy	392 +192	+96%	+$2.23K	﹤0.01%	1686
2024 Q1	$2.28K	Buy	+200	New	+$2.04K	﹤0.01%	1291

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

Clearstead Advisors's NU Position: Q2 2026 in Review

Clearstead Advisors reduced its Nu Holdings (NU) stake by 27% in Q2 2026, selling an estimated $22.4K and leaving 4,566 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Clearstead Advisors first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.5K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Clearstead Advisors held 4,566 shares of Nu Holdings worth $61K as of Q2 2026.
Clearstead Advisors sold 1,661 Nu Holdings shares in Q2 2026, an estimated $22.4K.
Nu Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1432 holding.
Clearstead Advisors first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's Nu Holdings position peaked at $89.5K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.