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IHT Wealth Management’s Nu Holdings NU Stock Holding History

IHT 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 		$163K Buy
12,218
+158
+1% +$2.13K ﹤0.01% 1192
2026
Q1 		$173K Buy
12,060
+887
+8% +$14.4K ﹤0.01% 1204
2025
Q4 		$187K Buy
+11,173
New +$180K ﹤0.01% 1138
2024
Q4 		– Sell
-13,051
Closed -$177K – 1166
2024
Q3 		$177K Buy
+13,051
New +$176K 0.01% 1099

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

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

IHT Wealth Management increased its Nu Holdings (NU) stake by 1.3% in Q2 2026, buying an estimated $2.13K and bringing the position to 12,218 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

IHT Wealth Management first reported a position in NU in Q3 2024 and has held it in 4 quarters since. The position peaked at $187K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • IHT Wealth Management held 12,218 shares of Nu Holdings worth $163K as of Q2 2026.
  • IHT Wealth Management bought 158 Nu Holdings shares in Q2 2026, an estimated $2.13K.
  • Nu Holdings made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • IHT Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 4 quarters since.
  • IHT Wealth Management's Nu Holdings position peaked at $187K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.