D.A. Davidson & Co’s Nu Holdings NU Stock Holding History

D.A. Davidson & Co’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	$184K	Hold	13,741	–	–	﹤0.01%	1543
2026 Q1	$197K	Sell	13,741 -181	-1%	-$2.93K	﹤0.01%	1508
2025 Q4	$233K	Sell	13,922 -723	-5%	-$11.6K	﹤0.01%	1408
2025 Q3	$234K	Sell	14,645 -300	-2%	-$4.18K	﹤0.01%	1391
2025 Q2	$205K	Sell	14,945 -17,650	-54%	-$211K	﹤0.01%	1355
2025 Q1	$334K	Buy	32,595 +1,535	+5%	+$18.1K	﹤0.01%	1169
2024 Q4	$322K	Buy	31,060 +14,239	+85%	+$189K	﹤0.01%	1179
2024 Q3	$230K	Sell	16,821 -1,142	-6%	-$15.4K	﹤0.01%	1264
2024 Q2	$232K	Hold	17,963	–	–	﹤0.01%	1245
2024 Q1	$214K	Buy	+17,963	New	+$183K	﹤0.01%	1280

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

D.A. Davidson & Co's NU Position: Q2 2026 in Review

D.A. Davidson & Co held its Nu Holdings (NU) position steady in Q2 2026 at 13,741 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

D.A. Davidson & Co first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $334K in Q1 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

D.A. Davidson & Co held 13,741 shares of Nu Holdings worth $184K as of Q2 2026.
D.A. Davidson & Co left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1543 holding.
D.A. Davidson & Co first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
D.A. Davidson & Co's Nu Holdings position peaked at $334K in Q1 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.