Diversify Advisory Services’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's NU Position: Q2 2026 in Review

Diversify Advisory Services increased its Nu Holdings (NU) stake by 49% in Q2 2026, buying an estimated $258K and bringing the position to 57,866 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #696.

Diversify Advisory Services first reported a position in NU in Q2 2024 and has held it in 6 quarters since. The position peaked at $856K in Q2 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Diversify Advisory Services held 57,866 shares of Nu Holdings worth $841K as of Q2 2026.
  • Diversify Advisory Services bought 19,124 Nu Holdings shares in Q2 2026, an estimated $258K.
  • Nu Holdings made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #696 holding.
  • Diversify Advisory Services first reported a position in Nu Holdings in Q2 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's Nu Holdings position peaked at $856K in Q2 2024.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.