Continuum Advisory’s Nu Holdings NU Stock Holding History

Continuum Advisory’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	$9.61K	Buy	+719	New	+$9.69K	﹤0.01%	1272
2025 Q1	–	Sell	-43	Closed	-$445	–	1853
2024 Q4	$445	Hold	43	–	–	﹤0.01%	1756
2024 Q3	$653	Hold	43	–	–	﹤0.01%	1728
2024 Q2	$554	Hold	43	–	–	﹤0.01%	1579
2024 Q1	$507	Buy	+43	New	+$439	﹤0.01%	1606

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

Continuum Advisory's NU Position: Q2 2026 in Review

Continuum Advisory opened a new position in Nu Holdings (NU) in Q2 2026: 719 shares worth $9.61K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in NU as recently as Q4 2024.

Continuum Advisory first reported a position in NU in Q1 2024 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Continuum Advisory held 719 shares of Nu Holdings worth $9.61K as of Q2 2026.
Nu Holdings was a new Continuum Advisory position in Q2 2026.
Nu Holdings made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1272 holding.
Continuum Advisory first reported a position in Nu Holdings in Q1 2024 and has held it in 5 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.