Garden State Investment Advisory Services’s Nu Holdings NU Stock Holding History

Garden State Investment Advisory Services’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	$191K	Sell	14,330 -3,296	-19%	-$44.4K	0.03%	327
2026 Q1	$253K	Buy	17,626 +4,021	+30%	+$65.2K	0.06%	258
2025 Q4	$228K	Sell	13,605 -2,778	-17%	-$44.6K	0.05%	271
2025 Q3	$262K	Buy	16,383 +6,295	+62%	+$87.8K	0.06%	247
2025 Q2	$138K	Sell	10,088 -3,000	-23%	-$35.9K	0.03%	286
2025 Q1	$134K	Buy	+13,088	New	+$155K	0.04%	246

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

Garden State Investment Advisory Services's NU Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $44.4K and leaving 14,330 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #327.

Garden State Investment Advisory Services first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $262K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Garden State Investment Advisory Services held 14,330 shares of Nu Holdings worth $191K as of Q2 2026.
Garden State Investment Advisory Services sold 3,296 Nu Holdings shares in Q2 2026, an estimated $44.4K.
Nu Holdings made up 0.03% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #327 holding.
Garden State Investment Advisory Services first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Garden State Investment Advisory Services's Nu Holdings position peaked at $262K in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.