Institute for Wealth Management’s Nu Holdings NU Stock Holding History

Institute for 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	$451K	Buy	+33,726	New	+$455K	0.04%	349

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

Institute for Wealth Management's NU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nu Holdings (NU) in Q2 2026: 33,726 shares worth $451K. The stake represents 0.04% of the portfolio and ranks #349 among its holdings.

853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Institute for Wealth Management held 33,726 shares of Nu Holdings worth $451K as of Q2 2026.
Nu Holdings was a new Institute for Wealth Management position in Q2 2026.
Nu Holdings made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #349 holding.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.