Dakota Wealth Management’s Nu Holdings NU Stock Holding History

Dakota Wealth Management’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	-45,522	Closed	-$654K	–	828
2026 Q1	$654K	Buy	+45,522	New	+$738K	0.01%	488
2025 Q3	–	Sell	-31,314	Closed	-$430K	–	745
2025 Q2	$430K	Buy	31,314 +1,180	+4%	+$14.1K	0.01%	542
2025 Q1	$309K	Sell	30,134 -1,247	-4%	-$14.7K	0.01%	608
2024 Q4	$325K	Sell	31,381 -11,117	-26%	-$148K	0.01%	585
2024 Q3	$580K	Sell	42,498 -786	-2%	-$10.6K	0.01%	482
2024 Q2	$558K	Sell	43,284 -1,721	-4%	-$20K	0.01%	487
2024 Q1	$537K	Buy	+45,005	New	+$460K	0.01%	490

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

Dakota Wealth Management's NU Position: Q2 2026 in Review

Dakota Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 45,522 shares — an estimated $654K sold.

Dakota Wealth Management first reported a position in NU in Q1 2024 and held it in 7 quarters. The position peaked at $654K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Dakota Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Dakota Wealth Management sold 45,522 Nu Holdings shares in Q2 2026, an estimated $654K.
Dakota Wealth Management first reported a position in Nu Holdings in Q1 2024 and held it in 7 quarters.
Dakota Wealth Management's Nu Holdings position peaked at $654K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.