Dynasty Wealth Management’s Nu Holdings NU Stock Holding History

Dynasty 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	$293K	Sell	21,909 -6,695	-23%	-$90.2K	﹤0.01%	321
2026 Q1	$411K	Buy	28,604 +96	+0.3%	+$1.56K	﹤0.01%	255
2025 Q4	$477K	Buy	28,508 +1,285	+5%	+$20.7K	﹤0.01%	242
2025 Q3	$436K	Buy	+27,223	New	+$380K	0.01%	235

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

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

Dynasty Wealth Management reduced its Nu Holdings (NU) stake by 23% in Q2 2026, selling an estimated $90.2K and leaving 21,909 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Dynasty Wealth Management first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $477K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Dynasty Wealth Management held 21,909 shares of Nu Holdings worth $293K as of Q2 2026.
Dynasty Wealth Management sold 6,695 Nu Holdings shares in Q2 2026, an estimated $90.2K.
Nu Holdings made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #321 holding.
Dynasty Wealth Management first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
Dynasty Wealth Management's Nu Holdings position peaked at $477K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.