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Global Wealth Strategies & Associates’s Nu Holdings NU Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-750
Closed -$10.8K – 325
2026
Q1 		$10.8K Hold
750
– – ﹤0.01% 307
2025
Q4 		$12.6K Hold
750
– – ﹤0.01% 287
2025
Q3 		$12K Hold
750
– – ﹤0.01% 266
2025
Q2 		$10.3K Hold
750
– – ﹤0.01% 223
2025
Q1 		$7.68K Hold
750
– – ﹤0.01% 287
2024
Q4 		$7.77K Hold
750
– – ﹤0.01% 242
2024
Q3 		$10.2K Hold
750
– – ﹤0.01% 193
2024
Q2 		$9.67K Hold
750
– – ﹤0.01% 179
2024
Q1 		$8.95K Buy
+750
New +$7.66K ﹤0.01% 189

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Global Wealth Strategies & Associates's NU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 750 shares — an estimated $10.8K sold.

Global Wealth Strategies & Associates first reported a position in NU in Q1 2024 and held it in 9 quarters. The position peaked at $12.6K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 750 Nu Holdings shares in Q2 2026, an estimated $10.8K.
  • Global Wealth Strategies & Associates first reported a position in Nu Holdings in Q1 2024 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Nu Holdings position peaked at $12.6K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.