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Covestor’s Nu Holdings NU Stock Holding History

Covestor’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 		$79K Buy
5,878
+625
+12% +$8.42K 0.05% 506
2026
Q1 		$75K Sell
5,253
-4,819
-48% -$78.1K 0.05% 441
2025
Q4 		$169K Sell
10,072
-2,122
-17% -$34.1K 0.09% 284
2025
Q3 		$195K Buy
12,194
+919
+8% +$12.8K 0.11% 228
2025
Q2 		$155K Sell
11,275
-2,073
-16% -$24.8K 0.09% 302
2025
Q1 		$137K Buy
13,348
+2,372
+22% +$28K 0.09% 305
2024
Q4 		$114K Buy
10,976
+291
+3% +$3.87K 0.07% 444
2024
Q3 		$146K Sell
10,685
-1,078
-9% -$14.5K 0.09% 321
2024
Q2 		$152K Buy
11,763
+9,788
+496% +$114K 0.1% 268
2024
Q1 		$24K Sell
1,975
-16
-0.8% -$163 0.02% 1156
2023
Q4 		$17K Buy
1,991
+28
+1% +$226 0.01% 1259
2023
Q3 		$14K Buy
+1,963
New +$14.7K 0.01% 1272

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

Covestor's NU Position: Q2 2026 in Review

Covestor increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $8.42K and bringing the position to 5,878 shares worth $79K. The position accounts for 0.05% of the portfolio, ranked #506.

Covestor first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $195K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Covestor held 5,878 shares of Nu Holdings worth $79K as of Q2 2026.
  • Covestor bought 625 Nu Holdings shares in Q2 2026, an estimated $8.42K.
  • Nu Holdings made up 0.05% of Covestor's portfolio in Q2 2026, its #506 holding.
  • Covestor first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • Covestor's Nu Holdings position peaked at $195K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.