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Dogwood Wealth Management’s Nu Holdings NU Stock Holding History

Dogwood 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 		$1.32K Sell
99
-63
-39% -$849 ﹤0.01% 733
2026
Q1 		$2.33K Buy
+162
New +$2.63K ﹤0.01% 618

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

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

Dogwood Wealth Management reduced its Nu Holdings (NU) stake by 39% in Q2 2026, selling an estimated $849 and leaving 99 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Dogwood Wealth Management first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.33K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Dogwood Wealth Management held 99 shares of Nu Holdings worth $1.32K as of Q2 2026.
  • Dogwood Wealth Management sold 63 Nu Holdings shares in Q2 2026, an estimated $849.
  • Nu Holdings made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #733 holding.
  • Dogwood Wealth Management first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Nu Holdings position peaked at $2.33K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.