Golden State Wealth Management’s Nu Holdings NU Stock Holding History

Golden State Wealth 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	$9.03K	Buy	676 +605	+852%	+$8.15K	﹤0.01%	1139
2026 Q1	$1.02K	Hold	71	–	–	﹤0.01%	1449
2025 Q4	$1.19K	Hold	71	–	–	﹤0.01%	1484
2025 Q3	$1.14K	Hold	71	–	–	﹤0.01%	1489
2025 Q2	$974	Sell	71 -160	-69%	-$1.92K	﹤0.01%	1439
2025 Q1	$2.37K	Hold	231	–	–	﹤0.01%	1290
2024 Q4	$2.39K	Buy	+231	New	+$3.07K	﹤0.01%	1232

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

Golden State Wealth Management's NU Position: Q2 2026 in Review

Golden State Wealth Management increased its Nu Holdings (NU) stake by 852% in Q2 2026, buying an estimated $8.15K and bringing the position to 676 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Golden State Wealth Management first reported a position in NU in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Golden State Wealth Management held 676 shares of Nu Holdings worth $9.03K as of Q2 2026.
Golden State Wealth Management bought 605 Nu Holdings shares in Q2 2026, an estimated $8.15K.
Nu Holdings made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1139 holding.
Golden State Wealth Management first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.