EP Wealth Advisors’s Nu Holdings NU Stock Holding History

EP Wealth 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	–	Sell	-21,135	Closed	-$304K	–	1834
2026 Q1	$304K	Buy	+21,135	New	+$343K	﹤0.01%	1162
2025 Q2	–	Sell	-10,392	Closed	-$106K	–	1458
2025 Q1	$106K	Buy	+10,392	New	+$123K	﹤0.01%	1240

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

EP Wealth Advisors's NU Position: Q2 2026 in Review

EP Wealth Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 21,135 shares — an estimated $304K sold.

EP Wealth Advisors first reported a position in NU in Q1 2025 and held it in 2 quarters. The position peaked at $304K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

EP Wealth Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 21,135 Nu Holdings shares in Q2 2026, an estimated $304K.
EP Wealth Advisors first reported a position in Nu Holdings in Q1 2025 and held it in 2 quarters.
EP Wealth Advisors's Nu Holdings position peaked at $304K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.