Essential Partners’s Nu Holdings NU Stock Holding History

Essential Partners’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	$14.1K	Buy	1,058 +242	+30%	+$3.26K	0.01%	1049
2026 Q1	$11.7K	Sell	816 -52	-6%	-$843	﹤0.01%	1173
2025 Q4	$14.5K	Buy	868 +56	+7%	+$900	﹤0.01%	1028
2025 Q3	$13K	Buy	812 +113	+16%	+$1.58K	﹤0.01%	1063
2025 Q2	$9.59K	Buy	+699	New	+$8.37K	﹤0.01%	860

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 $3.38T AUM 44.17% 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

Essential Partners's NU Position: Q2 2026 in Review

Essential Partners increased its Nu Holdings (NU) stake by 30% in Q2 2026, buying an estimated $3.26K and bringing the position to 1,058 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #1049.

Essential Partners first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.5K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Essential Partners held 1,058 shares of Nu Holdings worth $14.1K as of Q2 2026.
Essential Partners bought 242 Nu Holdings shares in Q2 2026, an estimated $3.26K.
Nu Holdings made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1049 holding.
Essential Partners first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Nu Holdings position peaked at $14.5K in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.