Equitable Trust’s Nu Holdings NU Stock Holding History

Equitable Trust’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	$2.4M	Sell	179,422 -1,547	-0.9%	-$20.9K	0.1%	153
2026 Q1	$2.6M	Buy	180,969 +2,464	+1%	+$39.9K	0.12%	137
2025 Q4	$2.99M	Sell	178,505 -1,035	-0.6%	-$16.6K	0.13%	127
2025 Q3	$2.87M	Sell	179,540 -3,117	-2%	-$43.5K	0.13%	130
2025 Q2	$2.51M	Buy	182,657 +2,095	+1%	+$25.1K	0.12%	139
2025 Q1	$1.85M	Sell	180,562 -5,974	-3%	-$70.6K	0.1%	159
2024 Q4	$1.93M	Sell	186,536 -41,119	-18%	-$547K	0.11%	151
2024 Q3	$3.11M	Sell	227,655 -2,989	-1%	-$40.2K	0.2%	108
2024 Q2	$2.97M	Sell	230,644 -267	-0.1%	-$3.11K	0.2%	100
2024 Q1	$2.75M	Buy	+230,911	New	+$2.36M	0.19%	104

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 Trust's NU Position: Q2 2026 in Review

Equitable Trust reduced its Nu Holdings (NU) stake by 0.85% in Q2 2026, selling an estimated $20.9K and leaving 179,422 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #153.

Equitable Trust first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.11M in Q3 2024. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Equitable Trust held 179,422 shares of Nu Holdings worth $2.4M as of Q2 2026.
Equitable Trust sold 1,547 Nu Holdings shares in Q2 2026, an estimated $20.9K.
Nu Holdings made up 0.1% of Equitable Trust's portfolio in Q2 2026, its #153 holding.
Equitable Trust first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Equitable Trust's Nu Holdings position peaked at $3.11M in Q3 2024.
856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.