Hantz Financial Services’s Nu Holdings NU Stock Holding History

Hantz Financial Services’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	$42K	Sell	3,166 -3,559	-53%	-$48K	﹤0.01%	1723
2026 Q1	$97K	Sell	6,725 -113,822	-94%	-$1.84M	﹤0.01%	1294
2025 Q4	$2.02M	Sell	120,547 -10,762	-8%	-$173K	0.03%	335
2025 Q3	$2.1M	Sell	131,309 -11,476	-8%	-$160K	0.03%	333
2025 Q2	$1.96M	Sell	142,785 -6,296	-4%	-$75.4K	0.03%	342
2025 Q1	$1.53M	Buy	149,081 +39,152	+36%	+$463K	0.03%	367
2024 Q4	$1.14M	Buy	+109,929	New	+$1.46M	0.02%	418

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

Hantz Financial Services's NU Position: Q2 2026 in Review

Hantz Financial Services reduced its Nu Holdings (NU) stake by 53% in Q2 2026, selling an estimated $48K and leaving 3,166 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Hantz Financial Services first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Hantz Financial Services held 3,166 shares of Nu Holdings worth $42K as of Q2 2026.
Hantz Financial Services sold 3,559 Nu Holdings shares in Q2 2026, an estimated $48K.
Nu Holdings made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1723 holding.
Hantz Financial Services first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Hantz Financial Services's Nu Holdings position peaked at $2.1M in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.