Clearstead Trust’s Nu Holdings NU Stock Holding History

Clearstead Trust’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	$1.82K	Sell	136 -95	-41%	-$1.28K	﹤0.01%	893
2026 Q1	$3.32K	Sell	231 -136	-37%	-$2.2K	﹤0.01%	820
2025 Q4	$6.14K	Buy	367 +133	+57%	+$2.14K	﹤0.01%	712
2025 Q3	$3.75K	Buy	234 +98	+72%	+$1.37K	﹤0.01%	825
2025 Q2	$1.87K	Buy	136 +9	+7%	+$108	﹤0.01%	979
2025 Q1	$1.3K	Buy	+127	New	+$1.5K	﹤0.01%	812

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 Trust's NU Position: Q2 2026 in Review

Clearstead Trust reduced its Nu Holdings (NU) stake by 41% in Q2 2026, selling an estimated $1.28K and leaving 136 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Clearstead Trust first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.14K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Clearstead Trust held 136 shares of Nu Holdings worth $1.82K as of Q2 2026.
Clearstead Trust sold 95 Nu Holdings shares in Q2 2026, an estimated $1.28K.
Nu Holdings made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #893 holding.
Clearstead Trust first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Clearstead Trust's Nu Holdings position peaked at $6.14K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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