Integrated Wealth Concepts’s Nu Holdings NU Stock Holding History

Integrated Wealth Concepts’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	$636K	Buy	47,608 +2,381	+5%	+$32.1K	﹤0.01%	1630
2026 Q1	$650K	Buy	45,227 +24,146	+115%	+$391K	0.01%	1388
2025 Q4	$353K	Sell	21,081 -19,303	-48%	-$310K	﹤0.01%	1252
2025 Q3	$647K	Buy	40,384 +10,968	+37%	+$153K	0.01%	1209
2025 Q2	$404K	Buy	29,416 +2,995	+11%	+$35.9K	﹤0.01%	1392
2025 Q1	$271K	Sell	26,421 -32,231	-55%	-$381K	﹤0.01%	1465
2024 Q4	$608K	Buy	58,652 +33,455	+133%	+$445K	0.01%	1041
2024 Q3	$344K	Sell	25,197 -845	-3%	-$11.4K	﹤0.01%	1250
2024 Q2	$336K	Buy	26,042 +1,215	+5%	+$14.1K	﹤0.01%	1256
2024 Q1	$296K	Buy	+24,827	New	+$254K	﹤0.01%	1329
2023 Q3	–	Sell	-26,412	Closed	-$208K	–	1601
2023 Q2	$208K	Sell	26,412 -11,862	-31%	-$72.9K	﹤0.01%	1410
2023 Q1	$182K	Buy	+38,274	New	+$171K	﹤0.01%	1232

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

Integrated Wealth Concepts's NU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nu Holdings (NU) stake by 5.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 47,608 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Integrated Wealth Concepts first reported a position in NU in Q1 2023 and has held it in 12 quarters since. The position peaked at $650K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Integrated Wealth Concepts held 47,608 shares of Nu Holdings worth $636K as of Q2 2026.
Integrated Wealth Concepts bought 2,381 Nu Holdings shares in Q2 2026, an estimated $32.1K.
Nu Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1630 holding.
Integrated Wealth Concepts first reported a position in Nu Holdings in Q1 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Nu Holdings position peaked at $650K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.