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IFP Advisors’s Nu Holdings NU Stock Holding History

IFP Advisors’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 		$574K Sell
42,950
-6,473
-13% -$87.2K 0.01% 979
2026
Q1 		$710K Sell
49,423
-594
-1% -$9.63K 0.01% 827
2025
Q4 		$837K Buy
50,017
+6,042
+14% +$97.1K 0.02% 723
2025
Q3 		$704K Buy
43,975
+19
+0% +$265 0.02% 736
2025
Q2 		$612K Sell
43,956
-10,375
-19% -$124K 0.02% 755
2025
Q1 		$556K Sell
54,331
-9,358
-15% -$111K 0.02% 735
2024
Q4 		$660K Buy
63,689
+20,385
+47% +$271K 0.02% 643
2024
Q3 		$591K Buy
43,304
+3,631
+9% +$48.9K 0.02% 631
2024
Q2 		$511K Buy
39,673
+10,235
+35% +$119K 0.02% 649
2024
Q1 		$351K Buy
29,438
+16,843
+134% +$172K 0.02% 732
2023
Q4 		$105K Buy
12,595
+9,353
+288% +$75.6K 0.01% 1220
2023
Q3 		$23.5K Buy
3,242
+1,798
+125% +$13.4K ﹤0.01% 1858
2023
Q2 		$11.4K Hold
1,444
– – ﹤0.01% 2251
2023
Q1 		$14.9K Sell
1,444
-249
-15% -$1.11K ﹤0.01% 2137
2022
Q4 		$19K Sell
1,693
-189
-10% -$821 ﹤0.01% 2931
2022
Q3 		$21K Buy
1,882
+916
+95% +$4.21K ﹤0.01% 3041
2022
Q2 		$13K Hold
966
– – ﹤0.01% 3206
2022
Q1 		$13K Buy
966
+713
+282% +$5.72K ﹤0.01% 3206
2021
Q4 		$5K Buy
+253
New +$2.48K ﹤0.01% 2497

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

IFP Advisors's NU Position: Q2 2026 in Review

IFP Advisors reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $87.2K and leaving 42,950 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #979.

IFP Advisors first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $837K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • IFP Advisors held 42,950 shares of Nu Holdings worth $574K as of Q2 2026.
  • IFP Advisors sold 6,473 Nu Holdings shares in Q2 2026, an estimated $87.2K.
  • Nu Holdings made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #979 holding.
  • IFP Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's Nu Holdings position peaked at $837K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.