Finivi Inc’s Nu Holdings NU Stock Holding History

Finivi Inc’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	$3.15M	Sell	235,621 -36,373	-13%	-$490K	1.61%	21
2026 Q1	$3.91M	Buy	271,994 +24,303	+10%	+$394K	2.13%	16
2025 Q4	$4.15M	Sell	247,691 -23,645	-9%	-$380K	2.4%	13
2025 Q3	$4.34M	Buy	271,336 +1,730	+0.6%	+$24.1K	2.77%	10
2025 Q2	$3.7M	Buy	269,606 +8,837	+3%	+$106K	2.51%	12
2025 Q1	$2.67M	Buy	260,769 +9,675	+4%	+$114K	2.15%	19
2024 Q4	$2.6M	Sell	251,094 -10,055	-4%	-$134K	2.08%	19
2024 Q3	$3.56M	Buy	261,149 +15,217	+6%	+$205K	2.89%	11
2024 Q2	$3.17M	Buy	245,932 +38,132	+18%	+$444K	2.63%	12
2024 Q1	$2.48M	Sell	207,800 -25,026	-11%	-$256K	2.24%	14
2023 Q4	$1.94M	Buy	+232,826	New	+$1.88M	1.89%	17

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

Finivi Inc's NU Position: Q2 2026 in Review

Finivi Inc reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $490K and leaving 235,621 shares worth $3.15M. The position accounts for 1.61% of the portfolio, ranked #21.

Finivi Inc first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.34M in Q3 2025. 843 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Finivi Inc held 235,621 shares of Nu Holdings worth $3.15M as of Q2 2026.
Finivi Inc sold 36,373 Nu Holdings shares in Q2 2026, an estimated $490K.
Nu Holdings made up 1.61% of Finivi Inc's portfolio in Q2 2026, its #21 holding.
Finivi Inc first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Finivi Inc's Nu Holdings position peaked at $4.34M in Q3 2025.
843 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.