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Core Wealth Partners’s Nu Holdings NU Stock Holding History

Core Wealth Partners’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 		– Sell
-14,200
Closed -$204K – 197
2026
Q1 		$204K Buy
14,200
+200
+1% +$3.24K 0.09% 168
2025
Q4 		$234K Buy
14,000
+500
+4% +$8.04K 0.11% 147
2025
Q3 		$216K Buy
13,500
+1,000
+8% +$13.9K 0.1% 159
2025
Q2 		$172K Buy
12,500
+1,000
+9% +$12K 0.09% 166
2025
Q1 		$118K Buy
+11,500
New +$136K 0.07% 161

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return

Core Wealth Partners's NU Position: Q2 2026 in Review

Core Wealth Partners sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 14,200 shares — an estimated $204K sold.

Core Wealth Partners first reported a position in NU in Q1 2025 and held it in 5 quarters. The position peaked at $234K in Q4 2025. 172 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Core Wealth Partners reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Partners sold 14,200 Nu Holdings shares in Q2 2026, an estimated $204K.
  • Core Wealth Partners first reported a position in Nu Holdings in Q1 2025 and held it in 5 quarters.
  • Core Wealth Partners's Nu Holdings position peaked at $234K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.