GeoWealth Management’s Nu Holdings NU Stock Holding History

GeoWealth Management’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	$285K	Sell	21,306 -8,180	-28%	-$110K	0.01%	676
2026 Q1	$424K	Sell	29,486 -20,033	-40%	-$325K	0.02%	502
2025 Q4	$829K	Buy	49,519 +17,624	+55%	+$283K	0.03%	322
2025 Q3	$511K	Buy	31,895 +18,934	+146%	+$264K	0.02%	445
2025 Q2	$178K	Buy	12,961 +9,994	+337%	+$120K	0.01%	697
2025 Q1	$30.4K	Sell	2,967 -609	-17%	-$7.2K	﹤0.01%	947
2024 Q4	$37K	Buy	3,576 +304	+9%	+$4.04K	﹤0.01%	1242
2024 Q3	$44.7K	Buy	+3,272	New	+$44K	﹤0.01%	1109

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

GeoWealth Management's NU Position: Q2 2026 in Review

GeoWealth Management reduced its Nu Holdings (NU) stake by 28% in Q2 2026, selling an estimated $110K and leaving 21,306 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #676.

GeoWealth Management first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $829K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

GeoWealth Management held 21,306 shares of Nu Holdings worth $285K as of Q2 2026.
GeoWealth Management sold 8,180 Nu Holdings shares in Q2 2026, an estimated $110K.
Nu Holdings made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #676 holding.
GeoWealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
GeoWealth Management's Nu Holdings position peaked at $829K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.