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Kestra Advisory Services’s Nu Holdings NU Stock Holding History

Kestra Advisory Services’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 		$489K Sell
36,634
-4,497
-11% -$60.6K ﹤0.01% 2368
2026
Q1 		$591K Sell
41,131
-34,376
-46% -$557K ﹤0.01% 2093
2025
Q4 		$1.26M Buy
75,507
+23,162
+44% +$372K 0.01% 1490
2025
Q3 		$838K Sell
52,345
-3,935
-7% -$54.9K ﹤0.01% 1705
2025
Q2 		$772K Buy
56,280
+1,539
+3% +$18.4K ﹤0.01% 1657
2025
Q1 		$561K Buy
54,741
+11,451
+26% +$135K ﹤0.01% 1749
2024
Q4 		$448K Buy
43,290
+7,294
+20% +$97K ﹤0.01% 1944
2024
Q3 		$491K Sell
35,996
-4,138
-10% -$55.7K ﹤0.01% 1777
2024
Q2 		$517K Buy
40,134
+4,875
+14% +$56.8K ﹤0.01% 1756
2024
Q1 		$421K Buy
35,259
+19,450
+123% +$199K ﹤0.01% 1775
2023
Q4 		$132K Sell
15,809
-130
-0.8% -$1.05K ﹤0.01% 2171
2023
Q3 		$116K Buy
15,939
+1,055
+7% +$7.89K ﹤0.01% 2006
2023
Q2 		$117K Sell
14,884
-1,377
-8% -$8.46K ﹤0.01% 1986
2023
Q1 		$77.4K Buy
16,261
+1,844
+13% +$8.22K ﹤0.01% 1974
2022
Q4 		$58.7K Buy
+14,417
New +$62.7K ﹤0.01% 2172

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Kestra Advisory Services's NU Position: Q2 2026 in Review

Kestra Advisory Services reduced its Nu Holdings (NU) stake by 11% in Q2 2026, selling an estimated $60.6K and leaving 36,634 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Kestra Advisory Services first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Kestra Advisory Services held 36,634 shares of Nu Holdings worth $489K as of Q2 2026.
  • Kestra Advisory Services sold 4,497 Nu Holdings shares in Q2 2026, an estimated $60.6K.
  • Nu Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2368 holding.
  • Kestra Advisory Services first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
  • Kestra Advisory Services's Nu Holdings position peaked at $1.26M in Q4 2025.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.