Envestnet Portfolio Solutions’s Nu Holdings NU Stock Holding History

Envestnet Portfolio Solutions’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	$257K	Buy	19,227 +3,883	+25%	+$52.3K	﹤0.01%	1262
2026 Q1	$220K	Sell	15,344 -4,111	-21%	-$66.6K	﹤0.01%	1238
2025 Q4	$326K	Buy	19,455 +4,524	+30%	+$72.7K	﹤0.01%	1239
2025 Q3	$239K	Sell	14,931 -22,618	-60%	-$316K	﹤0.01%	1353
2025 Q2	$515K	Buy	37,549 +10,609	+39%	+$127K	﹤0.01%	1086
2025 Q1	$276K	Sell	26,940 -52,788	-66%	-$624K	﹤0.01%	1334
2024 Q4	$826K	Sell	79,728 -25,897	-25%	-$344K	﹤0.01%	1018
2024 Q3	$1.44M	Sell	105,625 -524	-0.5%	-$7.05K	﹤0.01%	777
2024 Q2	$1.37M	Sell	106,149 -28,769	-21%	-$335K	﹤0.01%	759
2024 Q1	$1.61M	Buy	+134,918	New	+$1.38M	0.01%	701

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

Envestnet Portfolio Solutions's NU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Nu Holdings (NU) stake by 25% in Q2 2026, buying an estimated $52.3K and bringing the position to 19,227 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Envestnet Portfolio Solutions first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q1 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Envestnet Portfolio Solutions held 19,227 shares of Nu Holdings worth $257K as of Q2 2026.
Envestnet Portfolio Solutions bought 3,883 Nu Holdings shares in Q2 2026, an estimated $52.3K.
Nu Holdings made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1262 holding.
Envestnet Portfolio Solutions first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Nu Holdings position peaked at $1.61M in Q1 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.