Element Pointe Advisors’s Nu Holdings NU Stock Holding History

Element Pointe Advisors’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	$364K	Buy	27,215 +3,020	+12%	+$40.7K	0.06%	68
2026 Q1	$348K	Hold	24,195	–	–	0.07%	67
2025 Q4	$405K	Hold	24,195	–	–	0.08%	62
2025 Q3	$387K	Buy	24,195 +7,773	+47%	+$108K	0.08%	60
2025 Q2	$225K	Buy	+16,422	New	+$197K	0.05%	64

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

Element Pointe Advisors's NU Position: Q2 2026 in Review

Element Pointe Advisors increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $40.7K and bringing the position to 27,215 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #68.

Element Pointe Advisors first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Element Pointe Advisors held 27,215 shares of Nu Holdings worth $364K as of Q2 2026.
Element Pointe Advisors bought 3,020 Nu Holdings shares in Q2 2026, an estimated $40.7K.
Nu Holdings made up 0.06% of Element Pointe Advisors's portfolio in Q2 2026, its #68 holding.
Element Pointe Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
Element Pointe Advisors's Nu Holdings position peaked at $405K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.