EverSource Wealth Advisors’s Nu Holdings NU Stock Holding History

EverSource 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	$60.6K	Sell	4,534 -1,934	-30%	-$26.1K	﹤0.01%	1651
2026 Q1	$92.9K	Buy	6,468 +2,377	+58%	+$38.5K	﹤0.01%	1476
2025 Q4	$68.5K	Buy	4,091 +307	+8%	+$4.93K	﹤0.01%	1526
2025 Q3	$60.6K	Buy	3,784 +16	+0.4%	+$223	﹤0.01%	1565
2025 Q2	$51.7K	Buy	3,768 +1,464	+64%	+$17.5K	﹤0.01%	1593
2025 Q1	$23.6K	Buy	2,304 +1,078	+88%	+$12.7K	﹤0.01%	1610
2024 Q4	$12.7K	Buy	1,226 +684	+126%	+$9.1K	﹤0.01%	1874
2024 Q3	$7.4K	Buy	542 +182	+51%	+$2.45K	﹤0.01%	2031
2024 Q2	$4.37K	Buy	360 +81	+29%	+$943	﹤0.01%	2265
2024 Q1	$3.03K	Hold	279	–	–	﹤0.01%	2245
2023 Q4	$2.32K	Hold	279	–	–	﹤0.01%	2129
2023 Q3	$2.02K	Buy	279 +73	+35%	+$546	﹤0.01%	2000
2023 Q2	$1.63K	Buy	206 +107	+108%	+$657	﹤0.01%	2085
2023 Q1	$471	Buy	+99	New	+$441	﹤0.01%	2238

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

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

EverSource Wealth Advisors reduced its Nu Holdings (NU) stake by 30% in Q2 2026, selling an estimated $26.1K and leaving 4,534 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

EverSource Wealth Advisors first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $92.9K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

EverSource Wealth Advisors held 4,534 shares of Nu Holdings worth $60.6K as of Q2 2026.
EverSource Wealth Advisors sold 1,934 Nu Holdings shares in Q2 2026, an estimated $26.1K.
Nu Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1651 holding.
EverSource Wealth Advisors first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Nu Holdings position peaked at $92.9K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.