Inspire Advisors’s Nu Holdings NU Stock Holding History

Inspire 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	$188K	Sell	14,070 -7,461	-35%	-$101K	0.01%	698
2026 Q1	$309K	Sell	21,531 -3,830	-15%	-$62.1K	0.03%	457
2025 Q4	$425K	Sell	25,361 -16,735	-40%	-$269K	0.04%	359
2025 Q3	$674K	Buy	+42,096	New	+$587K	0.06%	240

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

Inspire Advisors's NU Position: Q2 2026 in Review

Inspire Advisors reduced its Nu Holdings (NU) stake by 35% in Q2 2026, selling an estimated $101K and leaving 14,070 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #698.

Inspire Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $674K in Q3 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Inspire Advisors held 14,070 shares of Nu Holdings worth $188K as of Q2 2026.
Inspire Advisors sold 7,461 Nu Holdings shares in Q2 2026, an estimated $101K.
Nu Holdings made up 0.01% of Inspire Advisors's portfolio in Q2 2026, its #698 holding.
Inspire Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
Inspire Advisors's Nu Holdings position peaked at $674K in Q3 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.