DecisionPoint Financial’s Nu Holdings NU Stock Holding History

DecisionPoint Financial’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	Closed	-$647	–	1456
2026 Q1	$647	Hold	45	–	–	﹤0.01%	427
2025 Q4	$754	Hold	45	–	–	﹤0.01%	453
2025 Q3	$684	Hold	45	–	–	﹤0.01%	398
2025 Q2	$614	Buy	+45	New	+$539	﹤0.01%	401

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 $3.38T AUM 44.17% 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

DecisionPoint Financial's NU Position: Q2 2026 in Review

DecisionPoint Financial sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 45 shares — an estimated $647 sold.

DecisionPoint Financial first reported a position in NU in Q2 2025 and held it in 4 quarters. The position peaked at $754 in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

DecisionPoint Financial reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
DecisionPoint Financial sold 45 Nu Holdings shares in Q2 2026, an estimated $647.
DecisionPoint Financial first reported a position in Nu Holdings in Q2 2025 and held it in 4 quarters.
DecisionPoint Financial's Nu Holdings position peaked at $754 in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.