Emerald Advisers’s Nu Holdings NU Stock Holding History

Emerald Advisers’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	–	Sell	-20,752	Closed	-$298K	–	254
2026 Q1	$298K	Hold	20,752	–	–	0.01%	200
2025 Q4	$347K	Sell	20,752 -932	-4%	-$15K	0.01%	197
2025 Q3	$347K	Sell	21,684 -3,152	-13%	-$44K	0.01%	205
2025 Q2	$341K	Sell	24,836 -7,923	-24%	-$94.9K	0.01%	199
2025 Q1	$335K	Sell	32,759 -31,772	-49%	-$375K	0.02%	187
2024 Q4	$669K	Buy	64,531 +10,481	+19%	+$139K	0.03%	156
2024 Q3	$738K	Buy	54,050 +15,691	+41%	+$211K	0.03%	152
2024 Q2	$494K	Buy	+38,359	New	+$447K	0.02%	176

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

Emerald Advisers's NU Position: Q2 2026 in Review

Emerald Advisers sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 20,752 shares — an estimated $298K sold.

Emerald Advisers first reported a position in NU in Q2 2024 and held it in 8 quarters. The position peaked at $738K in Q3 2024. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Emerald Advisers reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Emerald Advisers sold 20,752 Nu Holdings shares in Q2 2026, an estimated $298K.
Emerald Advisers first reported a position in Nu Holdings in Q2 2024 and held it in 8 quarters.
Emerald Advisers's Nu Holdings position peaked at $738K in Q3 2024.
856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.