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Gerber Kawasaki Wealth & Investment Management’s Nu Holdings NU Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$134K Sell
10,001
-3
-0% -$40 ﹤0.01% 358
2026
Q1 		$144K Buy
+10,004
New +$162K ﹤0.01% 339
2025
Q4 		– Sell
-10,271
Closed -$164K – 346
2025
Q3 		$164K Buy
10,271
+127
+1% +$1.77K 0.01% 326
2025
Q2 		$139K Buy
+10,144
New +$121K 0.01% 310

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NU Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Nu Holdings (NU) stake by 0.03% in Q2 2026, selling an estimated $40 and leaving 10,001 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Gerber Kawasaki Wealth & Investment Management first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $164K in Q3 2025. 533 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,001 shares of Nu Holdings worth $134K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 3 Nu Holdings shares in Q2 2026, an estimated $40.
  • Nu Holdings made up ﹤0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #358 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Nu Holdings position peaked at $164K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.