GC Wealth Management RIA’s Nu Holdings NU Stock Holding History

GC Wealth Management RIA’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	$3.03M	Buy	226,526 +131,613	+139%	+$1.77M	0.17%	109
2026 Q1	$1.36M	Sell	94,913 -20,917	-18%	-$339K	0.06%	198
2025 Q4	$1.94M	Buy	115,830 +3,845	+3%	+$61.8K	0.07%	164
2025 Q3	$1.79M	Buy	111,985 +31,790	+40%	+$443K	0.06%	226
2025 Q2	$1.1M	Buy	+80,195	New	+$960K	0.09%	194

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

GC Wealth Management RIA's NU Position: Q2 2026 in Review

GC Wealth Management RIA increased its Nu Holdings (NU) stake by 139% in Q2 2026, buying an estimated $1.77M and bringing the position to 226,526 shares worth $3.03M. The position accounts for 0.17% of the portfolio, ranked #109.

GC Wealth Management RIA first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

GC Wealth Management RIA held 226,526 shares of Nu Holdings worth $3.03M as of Q2 2026.
GC Wealth Management RIA bought 131,613 Nu Holdings shares in Q2 2026, an estimated $1.77M.
Nu Holdings made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #109 holding.
GC Wealth Management RIA first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.