Drive Wealth Management’s Nu Holdings NU Stock Holding History

Drive 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	$170K	Sell	12,743 -1,176	-8%	-$15.9K	0.03%	437
2026 Q1	$200K	Sell	13,919 -110	-0.8%	-$1.78K	0.04%	354
2025 Q4	$235K	Buy	14,029 +1,371	+11%	+$22K	0.05%	323
2025 Q3	$203K	Buy	12,658 +89	+0.7%	+$1.24K	0.04%	337
2025 Q2	$172K	Buy	+12,569	New	+$151K	0.04%	327

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

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

Drive Wealth Management reduced its Nu Holdings (NU) stake by 8.4% in Q2 2026, selling an estimated $15.9K and leaving 12,743 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #437.

Drive Wealth Management first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $235K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Drive Wealth Management held 12,743 shares of Nu Holdings worth $170K as of Q2 2026.
Drive Wealth Management sold 1,176 Nu Holdings shares in Q2 2026, an estimated $15.9K.
Nu Holdings made up 0.03% of Drive Wealth Management's portfolio in Q2 2026, its #437 holding.
Drive Wealth Management first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
Drive Wealth Management's Nu Holdings position peaked at $235K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.