Heritage Wealth Management (California)’s Nu Holdings NU Stock Holding History

Heritage Wealth Management (California)’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	$134K	Sell	10,011 -16	-0.2%	-$216	0.05%	98
2026 Q1	$144K	Buy	10,027 +27	+0.3%	+$438	0.08%	93
2025 Q4	$167K	Hold	10,000	–	–	0.11%	89
2025 Q3	$160K	Hold	10,000	–	–	0.11%	90
2025 Q2	$137K	Hold	10,000	–	–	0.09%	84
2025 Q1	$102K	Hold	10,000	–	–	0.08%	81
2024 Q4	$104K	Sell	10,000 -31	-0.3%	-$412	0.07%	86
2024 Q3	$137K	Buy	+10,031	New	+$135K	0.1%	104

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Heritage Wealth Management (California)'s NU Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Nu Holdings (NU) stake by 0.16% in Q2 2026, selling an estimated $216 and leaving 10,011 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #98.

Heritage Wealth Management (California) first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $167K in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Heritage Wealth Management (California) held 10,011 shares of Nu Holdings worth $134K as of Q2 2026.
Heritage Wealth Management (California) sold 16 Nu Holdings shares in Q2 2026, an estimated $216.
Nu Holdings made up 0.05% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #98 holding.
Heritage Wealth Management (California) first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Heritage Wealth Management (California)'s Nu Holdings position peaked at $167K in Q4 2025.
255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.