Fortress Private Ledger’s Nu Holdings NU Stock Holding History

Fortress Private Ledger’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	$289K	Buy	21,622 +112	+0.5%	+$1.51K	0.08%	219
2026 Q1	$309K	Buy	+21,510	New	+$349K	0.1%	184

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

Fortress Private Ledger's NU Position: Q2 2026 in Review

Fortress Private Ledger increased its Nu Holdings (NU) stake by 0.52% in Q2 2026, buying an estimated $1.51K and bringing the position to 21,622 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #219.

Fortress Private Ledger first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Fortress Private Ledger held 21,622 shares of Nu Holdings worth $289K as of Q2 2026.
Fortress Private Ledger bought 112 Nu Holdings shares in Q2 2026, an estimated $1.51K.
Nu Holdings made up 0.08% of Fortress Private Ledger's portfolio in Q2 2026, its #219 holding.
Fortress Private Ledger first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
Fortress Private Ledger's Nu Holdings position peaked at $309K in Q1 2026.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.