General Equity Holdings’s Nu Holdings NU Stock Holding History

General Equity Holdings’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	$7.78M	Buy	582,400 +60,000	+11%	+$809K	4.65%	5
2026 Q1	$7.51M	Sell	522,400 -62,000	-11%	-$1M	5.57%	4
2025 Q4	$9.78M	Sell	584,400 -50,000	-8%	-$804K	6.11%	3
2025 Q3	$10.2M	Buy	+634,400	New	+$8.85M	6.18%	2

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

General Equity Holdings's NU Position: Q2 2026 in Review

General Equity Holdings increased its Nu Holdings (NU) stake by 11% in Q2 2026, buying an estimated $809K and bringing the position to 582,400 shares worth $7.78M. The position accounts for 4.65% of the portfolio, ranked #5.

General Equity Holdings first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q3 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

General Equity Holdings held 582,400 shares of Nu Holdings worth $7.78M as of Q2 2026.
General Equity Holdings bought 60,000 Nu Holdings shares in Q2 2026, an estimated $809K.
Nu Holdings made up 4.65% of General Equity Holdings's portfolio in Q2 2026, its #5 holding.
General Equity Holdings first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
General Equity Holdings's Nu Holdings position peaked at $10.2M in Q3 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on General Equity Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.