Highline Wealth Partners’s Nu Holdings NU Stock Holding History

Highline Wealth Partners’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	$3.7K	Sell	277 -42	-13%	-$566	﹤0.01%	943
2026 Q1	$4.58K	Sell	319 -47	-13%	-$762	﹤0.01%	755
2025 Q4	$6.13K	Buy	366 +26	+8%	+$418	﹤0.01%	503
2025 Q3	$5.44K	Buy	340 +103	+43%	+$1.44K	﹤0.01%	552
2025 Q2	$3.25K	Buy	237 +215	+977%	+$2.57K	﹤0.01%	546
2025 Q1	$225	Buy	+22	New	+$260	﹤0.01%	933
2024 Q4	–	Sell	-197	Closed	-$2.69K	–	645
2024 Q3	$2.69K	Sell	197 -17	-8%	-$229	﹤0.01%	429
2024 Q2	$2.76K	Buy	+214	New	+$2.49K	﹤0.01%	355

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Highline Wealth Partners's NU Position: Q2 2026 in Review

Highline Wealth Partners reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $566 and leaving 277 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Highline Wealth Partners first reported a position in NU in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.13K in Q4 2025. 86 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Highline Wealth Partners held 277 shares of Nu Holdings worth $3.7K as of Q2 2026.
Highline Wealth Partners sold 42 Nu Holdings shares in Q2 2026, an estimated $566.
Nu Holdings made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #943 holding.
Highline Wealth Partners first reported a position in Nu Holdings in Q2 2024 and has held it in 8 quarters since.
Highline Wealth Partners's Nu Holdings position peaked at $6.13K in Q4 2025.
86 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.