FDx Advisors’s Nu Holdings NU Stock Holding History

FDx 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	$410K	Buy	30,726 +168	+0.5%	+$2.26K	0.12%	106
2026 Q1	$439K	Buy	+30,558	New	+$495K	0.14%	105
2025 Q4	–	Sell	-29,562	Closed	-$476K	–	144
2025 Q3	$476K	Sell	29,562 -3,234	-10%	-$45.1K	0.14%	95
2025 Q2	$450K	Sell	32,796 -1,314	-4%	-$15.7K	0.14%	98
2025 Q1	$349K	Sell	34,110 -184	-0.5%	-$2.17K	0.11%	110
2024 Q4	$355K	Sell	34,294 -6,321	-16%	-$84.1K	0.1%	124
2024 Q3	$554K	Sell	40,615 -1,328	-3%	-$17.9K	0.15%	96
2024 Q2	$541K	Sell	41,943 -3,870	-8%	-$45.1K	0.15%	92
2024 Q1	$547K	Buy	45,813 +33,347	+268%	+$341K	0.08%	196
2023 Q4	$104K	Buy	+12,466	New	+$101K	0.01%	664

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

FDx Advisors's NU Position: Q2 2026 in Review

FDx Advisors increased its Nu Holdings (NU) stake by 0.55% in Q2 2026, buying an estimated $2.26K and bringing the position to 30,726 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #106.

FDx Advisors first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $554K in Q3 2024. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

FDx Advisors held 30,726 shares of Nu Holdings worth $410K as of Q2 2026.
FDx Advisors bought 168 Nu Holdings shares in Q2 2026, an estimated $2.26K.
Nu Holdings made up 0.12% of FDx Advisors's portfolio in Q2 2026, its #106 holding.
FDx Advisors first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
FDx Advisors's Nu Holdings position peaked at $554K in Q3 2024.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.