Equitable Holdings’s Nu Holdings NU Stock Holding History

Equitable Holdings’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	$555K	Sell	41,545 -10,658	-20%	-$144K	﹤0.01%	1264
2026 Q1	$870K	Buy	52,203 +21,078	+68%	+$342K	0.01%	1028
2025 Q4	$521K	Buy	+31,125	New	+$500K	﹤0.01%	1090
2024 Q4	–	Sell	-32,171	Closed	-$439K	–	1322
2024 Q3	$439K	Buy	32,171 +2,558	+9%	+$34.4K	﹤0.01%	914
2024 Q2	$382K	Hold	29,613	–	–	﹤0.01%	920
2024 Q1	$353K	Buy	29,613 +100	+0.3%	+$1.02K	﹤0.01%	909
2023 Q4	$246K	Hold	29,513	–	–	﹤0.01%	995
2023 Q3	$214K	Sell	29,513 -3,500	-11%	-$26.2K	﹤0.01%	986
2023 Q2	$260K	Hold	33,013	–	–	﹤0.01%	904
2023 Q1	$157K	Buy	+33,013	New	+$147K	﹤0.01%	942

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

Equitable Holdings's NU Position: Q2 2026 in Review

Equitable Holdings reduced its Nu Holdings (NU) stake by 20% in Q2 2026, selling an estimated $144K and leaving 41,545 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Equitable Holdings first reported a position in NU in Q1 2023 and has held it in 10 quarters since. The position peaked at $870K in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Equitable Holdings held 41,545 shares of Nu Holdings worth $555K as of Q2 2026.
Equitable Holdings sold 10,658 Nu Holdings shares in Q2 2026, an estimated $144K.
Nu Holdings made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1264 holding.
Equitable Holdings first reported a position in Nu Holdings in Q1 2023 and has held it in 10 quarters since.
Equitable Holdings's Nu Holdings position peaked at $870K in Q1 2026.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.