Focus Partners Advisor Solutions’s Nu Holdings NU Stock Holding History

Focus Partners Advisor Solutions’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	$258K	Sell	19,329 -33,362	-63%	-$450K	﹤0.01%	1079
2026 Q1	$720K	Buy	+52,691	New	+$854K	0.01%	671
2025 Q3	–	Sell	-18,932	Closed	-$260K	–	1242
2025 Q2	$260K	Buy	18,932 +2,958	+19%	+$35.4K	﹤0.01%	924
2025 Q1	$164K	Buy	15,974 +838	+6%	+$9.9K	﹤0.01%	932
2024 Q4	$157K	Buy	+15,136	New	+$201K	﹤0.01%	743

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

Focus Partners Advisor Solutions's NU Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Nu Holdings (NU) stake by 63% in Q2 2026, selling an estimated $450K and leaving 19,329 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Focus Partners Advisor Solutions first reported a position in NU in Q4 2024 and has held it in 5 quarters since. The position peaked at $720K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Focus Partners Advisor Solutions held 19,329 shares of Nu Holdings worth $258K as of Q2 2026.
Focus Partners Advisor Solutions sold 33,362 Nu Holdings shares in Q2 2026, an estimated $450K.
Nu Holdings made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1079 holding.
Focus Partners Advisor Solutions first reported a position in Nu Holdings in Q4 2024 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's Nu Holdings position peaked at $720K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.