Empowered Funds’s Nu Holdings NU Stock Holding History

Empowered Funds’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	$4.23M	Sell	316,512 -97,563	-24%	-$1.32M	0.02%	782
2026 Q1	$5.95M	Buy	414,075 +90,861	+28%	+$1.47M	0.04%	571
2025 Q4	$5.41M	Buy	323,214 +93,767	+41%	+$1.51M	0.09%	235
2025 Q3	$3.67M	Sell	229,447 -14,359	-6%	-$200K	0.04%	608
2025 Q2	$3.35M	Buy	243,806 +30,945	+15%	+$371K	0.04%	593
2025 Q1	$2.18M	Sell	212,861 -12,969	-6%	-$153K	0.03%	701
2024 Q4	$2.34M	Buy	225,830 +41,393	+22%	+$551K	0.03%	669
2024 Q3	$2.52M	Buy	184,437 +16,937	+10%	+$228K	0.04%	585
2024 Q2	$2.16M	Buy	167,500 +6,061	+4%	+$70.6K	0.04%	582
2024 Q1	$1.93M	Buy	161,439 +16,618	+11%	+$170K	0.03%	635
2023 Q4	$1.21M	Sell	144,821 -406,896	-74%	-$3.29M	0.03%	689
2023 Q3	$4M	Buy	551,717 +451,811	+452%	+$3.38M	0.12%	233
2023 Q2	$788K	Sell	99,906 -1,218	-1%	-$7.48K	0.03%	677
2023 Q1	$481K	Hold	101,124	–	–	0.03%	397
2022 Q4	$412K	Buy	101,124 +46,651	+86%	+$203K	0.03%	375
2022 Q3	$240K	Buy	54,473 +28,157	+107%	+$129K	0.02%	303
2022 Q2	$98K	Buy	+26,316	New	+$133K	0.01%	264

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

Empowered Funds's NU Position: Q2 2026 in Review

Empowered Funds reduced its Nu Holdings (NU) stake by 24% in Q2 2026, selling an estimated $1.32M and leaving 316,512 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #782.

Empowered Funds first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.95M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Empowered Funds held 316,512 shares of Nu Holdings worth $4.23M as of Q2 2026.
Empowered Funds sold 97,563 Nu Holdings shares in Q2 2026, an estimated $1.32M.
Nu Holdings made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #782 holding.
Empowered Funds first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Empowered Funds's Nu Holdings position peaked at $5.95M in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.