Empirical Wealth Management’s Nu Holdings NU Stock Holding History

Empirical 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	$276K	Sell	20,671 -9,159	-31%	-$123K	﹤0.01%	890
2026 Q1	$429K	Buy	29,830 +9,965	+50%	+$162K	0.01%	637
2025 Q4	$333K	Hold	19,865	–	–	0.01%	660
2025 Q3	$318K	Buy	19,865 +556	+3%	+$7.76K	0.01%	593
2025 Q2	$265K	Buy	19,309 +2,809	+17%	+$33.6K	0.01%	566
2025 Q1	$169K	Sell	16,500 -2,835	-15%	-$33.5K	﹤0.01%	620
2024 Q4	$200K	Sell	19,335 -1,888	-9%	-$25.1K	0.01%	584
2024 Q3	$290K	Buy	21,223 +7,223	+52%	+$97.2K	0.01%	470
2024 Q2	$180K	Buy	14,000 +4,000	+40%	+$46.6K	0.01%	542
2024 Q1	$119K	Sell	10,000 -4,552	-31%	-$46.5K	﹤0.01%	519
2023 Q4	$121K	Buy	+14,552	New	+$118K	﹤0.01%	485

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

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

Empirical Wealth Management reduced its Nu Holdings (NU) stake by 31% in Q2 2026, selling an estimated $123K and leaving 20,671 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Empirical Wealth Management first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $429K in Q1 2026. 467 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Empirical Wealth Management held 20,671 shares of Nu Holdings worth $276K as of Q2 2026.
Empirical Wealth Management sold 9,159 Nu Holdings shares in Q2 2026, an estimated $123K.
Nu Holdings made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #890 holding.
Empirical Wealth Management first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Empirical Wealth Management's Nu Holdings position peaked at $429K in Q1 2026.
467 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.