Global Retirement Partners’s Nu Holdings NU Stock Holding History

Global Retirement Partners’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	$172K	Buy	+12,854	New	+$173K	﹤0.01%	1678
2025 Q4	$272K	Sell	16,245 -2,937	-15%	-$47.2K	﹤0.01%	1290
2025 Q3	$307K	Buy	19,182 +16,072	+517%	+$224K	0.01%	976
2025 Q2	$42.7K	Buy	+3,110	New	+$37.2K	﹤0.01%	1853
2024 Q4	$30.3K	Sell	2,920 -722	-20%	-$9.6K	﹤0.01%	1859
2024 Q3	$49.7K	Sell	3,642 -961	-21%	-$12.9K	﹤0.01%	1558
2024 Q2	$59.3K	Buy	4,603 +2,614	+131%	+$30.4K	﹤0.01%	1449
2024 Q1	$23.7K	Buy	1,989 +1,294	+186%	+$13.2K	﹤0.01%	1736
2023 Q4	$6.37K	Buy	695 +516	+288%	+$4.17K	﹤0.01%	2226
2023 Q3	$1.26K	Hold	179	–	–	﹤0.01%	2703
2023 Q2	$1.41K	Hold	179	–	–	﹤0.01%	2666
2023 Q1	$927	Buy	179 +4	+2%	+$18	﹤0.01%	2759
2022 Q4	$712	Hold	175	–	–	﹤0.01%	2679
2022 Q3	$1K	Hold	175	–	–	﹤0.01%	2530
2022 Q2	$1K	Hold	175	–	–	﹤0.01%	2496
2022 Q1	$1K	Buy	+175	New	+$1.4K	﹤0.01%	2462

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

Global Retirement Partners's NU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nu Holdings (NU) in Q2 2026: 12,854 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NU as recently as Q4 2025.

Global Retirement Partners first reported a position in NU in Q1 2022 and has held it in 16 quarters since. The position peaked at $307K in Q3 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Global Retirement Partners held 12,854 shares of Nu Holdings worth $172K as of Q2 2026.
Nu Holdings was a new Global Retirement Partners position in Q2 2026.
Nu Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1678 holding.
Global Retirement Partners first reported a position in Nu Holdings in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Nu Holdings position peaked at $307K in Q3 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.