HWM
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HB Wealth Management’s Nu Holdings NU Stock Holding History

HB 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 		$586K Sell
43,854
-4,521
-9% -$60.9K ﹤0.01% 1022
2026
Q1 		$695K Buy
48,375
+14,189
+42% +$230K ﹤0.01% 825
2025
Q4 		$572K Buy
34,186
+4,958
+17% +$79.7K ﹤0.01% 851
2025
Q3 		$468K Buy
29,228
+5,287
+22% +$73.8K ﹤0.01% 892
2025
Q2 		$328K Sell
23,941
-509
-2% -$6.09K ﹤0.01% 905
2025
Q1 		$250K Buy
24,450
+6,782
+38% +$80.2K ﹤0.01% 1040
2024
Q4 		$183K Buy
17,668
+1,852
+12% +$24.6K ﹤0.01% 989
2024
Q3 		$216K Buy
15,816
+4,988
+46% +$67.1K ﹤0.01% 868
2024
Q2 		$140K Buy
+10,828
New +$126K ﹤0.01% 869

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

HB Wealth Management's NU Position: Q2 2026 in Review

HB Wealth Management reduced its Nu Holdings (NU) stake by 9.3% in Q2 2026, selling an estimated $60.9K and leaving 43,854 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

HB Wealth Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $695K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • HB Wealth Management held 43,854 shares of Nu Holdings worth $586K as of Q2 2026.
  • HB Wealth Management sold 4,521 Nu Holdings shares in Q2 2026, an estimated $60.9K.
  • Nu Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • HB Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
  • HB Wealth Management's Nu Holdings position peaked at $695K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.