J. Goldman & Co’s Nu Holdings NU Stock Holding History

J. Goldman & Co’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	-141,500	Closed	-$2.03M	–	856
2026 Q1	$2.03M	Buy	+141,500	New	+$2.29M	0.06%	317
2025 Q4	–	Sell	-50,000	Closed	-$801K	–	681
2025 Q3	$801K	Sell	50,000 -261,200	-84%	-$3.64M	0.02%	348
2025 Q2	$4.27M	Buy	+311,200	New	+$3.73M	0.1%	214
2025 Q1	–	Sell	-28,004	Closed	-$290K	–	578
2024 Q4	$290K	Buy	+28,004	New	+$372K	0.01%	392
2024 Q3	–	Sell	-307,200	Closed	-$3.96M	–	574
2024 Q2	$3.96M	Buy	+307,200	New	+$3.58M	0.11%	191
2023 Q4	–	Sell	-32,550	Closed	-$236K	–	432
2023 Q3	$236K	Buy	+32,550	New	+$244K	0.01%	310
2023 Q1	–	Sell	-990,000	Closed	-$4.03M	–	444
2022 Q4	$4.03M	Buy	990,000 +871,785	+737%	+$3.79M	0.2%	119
2022 Q3	$520K	Sell	118,215 -65,228	-36%	-$299K	0.02%	293
2022 Q2	$686K	Buy	+183,443	New	+$931K	0.03%	268

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

J. Goldman & Co's NU Position: Q2 2026 in Review

J. Goldman & Co sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 141,500 shares — an estimated $2.03M sold.

J. Goldman & Co first reported a position in NU in Q2 2022 and held it in 9 quarters. The position peaked at $4.27M in Q2 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

J. Goldman & Co reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 141,500 Nu Holdings shares in Q2 2026, an estimated $2.03M.
J. Goldman & Co first reported a position in Nu Holdings in Q2 2022 and held it in 9 quarters.
J. Goldman & Co's Nu Holdings position peaked at $4.27M in Q2 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.