High Note Wealth’s Nu Holdings NU Stock Holding History

High Note Wealth’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	$134	Hold	10	–	–	﹤0.01%	939
2026 Q1	$144	Hold	10	–	–	﹤0.01%	915
2025 Q4	$167	Hold	10	–	–	﹤0.01%	880
2025 Q3	$160	Sell	10 -15	-60%	-$209	﹤0.01%	829
2025 Q2	$343	Hold	25	–	–	﹤0.01%	784
2025 Q1	$256	Buy	+25	New	+$295	﹤0.01%	786

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

High Note Wealth's NU Position: Q2 2026 in Review

High Note Wealth held its Nu Holdings (NU) position steady in Q2 2026 at 10 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #939.

High Note Wealth first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $343 in Q2 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

High Note Wealth held 10 shares of Nu Holdings worth $134 as of Q2 2026.
High Note Wealth left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #939 holding.
High Note Wealth first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
High Note Wealth's Nu Holdings position peaked at $343 in Q2 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.