Intentional Wealth Strategies’s Nu Holdings NU Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-29	Closed	-$417	–	622
2026 Q1	$417	Buy	+29	New	+$470	﹤0.01%	872

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

Intentional Wealth Strategies's NU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 29 shares — an estimated $417 sold.

Intentional Wealth Strategies first reported a position in NU in Q1 2026 and held it in 1 quarter. The position peaked at $417 in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Intentional Wealth Strategies reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 29 Nu Holdings shares in Q2 2026, an estimated $417.
Intentional Wealth Strategies first reported a position in Nu Holdings in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Nu Holdings position peaked at $417 in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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