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Diversify Wealth Management’s Nu Holdings NU Stock Holding History

Diversify 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 		$841K Buy
57,866
+3,641
+7% +$49.1K 0.01% 696
2026
Q1 		$761K Buy
+54,225
New +$879K 0.01% 682

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

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

Diversify Wealth Management increased its Nu Holdings (NU) stake by 6.7% in Q2 2026, buying an estimated $49.1K and bringing the position to 57,866 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #696.

Diversify Wealth Management first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Diversify Wealth Management held 57,866 shares of Nu Holdings worth $841K as of Q2 2026.
  • Diversify Wealth Management bought 3,641 Nu Holdings shares in Q2 2026, an estimated $49.1K.
  • Nu Holdings made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Diversify Wealth Management first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.