Delos Wealth Advisors’s Nu Holdings NU Stock Holding History

Delos Wealth Advisors’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	$13.4K	Sell	1,000 -1,500	-60%	-$20.2K	0.01%	191
2026 Q1	$35.9K	Buy	+2,500	New	+$40.5K	0.02%	137

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

Delos Wealth Advisors's NU Position: Q2 2026 in Review

Delos Wealth Advisors reduced its Nu Holdings (NU) stake by 60% in Q2 2026, selling an estimated $20.2K and leaving 1,000 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #191.

Delos Wealth Advisors first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.9K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Delos Wealth Advisors held 1,000 shares of Nu Holdings worth $13.4K as of Q2 2026.
Delos Wealth Advisors sold 1,500 Nu Holdings shares in Q2 2026, an estimated $20.2K.
Nu Holdings made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Delos Wealth Advisors first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
Delos Wealth Advisors's Nu Holdings position peaked at $35.9K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.