Diversify Advisory Services’s Nu Holdings NU Stock Holding History

Diversify Advisory Services’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 Q3	$907K	Buy	61,587 +3,721	+6%	+$52.8K	0.01%	692
2026 Q2	$841K	Buy	57,866 +19,124	+49%	+$258K	0.01%	696
2026 Q1	$544K	Sell	38,742 -8,963	-19%	-$145K	0.08%	110
2025 Q4	$792K	Buy	47,705 +24,707	+107%	+$397K	0.03%	461
2025 Q3	$371K	Sell	22,998 -380	-2%	-$5.3K	0.01%	655
2025 Q2	$286K	Buy	+23,378	New	+$280K	0.01%	695
2024 Q3	–	Sell	-65,104	Closed	-$856K	–	665
2024 Q2	$856K	Buy	+65,104	New	+$758K	0.05%	277

Other funds holding NU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Diversify Advisory Services's NU Position: Q3 2026 in Review

Diversify Advisory Services increased its Nu Holdings (NU) stake by 6.4% in Q3 2026, buying an estimated $52.8K and bringing the position to 61,587 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #692.

Diversify Advisory Services first reported a position in NU in Q2 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Diversify Advisory Services held 61,587 shares of Nu Holdings worth $907K as of Q3 2026.
Diversify Advisory Services bought 3,721 Nu Holdings shares in Q3 2026, an estimated $52.8K.
Nu Holdings made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #692 holding.
Diversify Advisory Services first reported a position in Nu Holdings in Q2 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.