Financial Network Wealth Advisors’s Nu Holdings NU Stock Holding History

Financial Network 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	–	Sell	-100	Closed	-$1.44K	–	876
2026 Q1	$1.44K	Sell	100 -2	-2%	-$32	﹤0.01%	712
2025 Q4	$1.71K	Hold	102	–	–	﹤0.01%	707
2025 Q3	$1.63K	Hold	102	–	–	﹤0.01%	705
2025 Q2	$1.4K	Hold	102	–	–	﹤0.01%	710
2025 Q1	$1.04K	Buy	+102	New	+$1.21K	﹤0.01%	701
2024 Q4	–	Sell	-41	Closed	-$560	–	726
2024 Q3	$560	Buy	+41	New	+$552	﹤0.01%	807

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

Financial Network Wealth Advisors's NU Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 100 shares — an estimated $1.44K sold.

Financial Network Wealth Advisors first reported a position in NU in Q3 2024 and held it in 6 quarters. The position peaked at $1.71K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Financial Network Wealth Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 100 Nu Holdings shares in Q2 2026, an estimated $1.44K.
Financial Network Wealth Advisors first reported a position in Nu Holdings in Q3 2024 and held it in 6 quarters.
Financial Network Wealth Advisors's Nu Holdings position peaked at $1.71K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.