Legacy Wealth Asset Management’s Nu Holdings NU Stock Holding History

Legacy Wealth Asset 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	$679K	Buy	50,790 +935	+2%	+$12.6K	0.15%	211
2026 Q1	$716K	Buy	49,855 +382	+0.8%	+$6.19K	0.17%	194
2025 Q4	$828K	Sell	49,473 -1,141	-2%	-$18.3K	0.2%	148
2025 Q3	$810K	Buy	50,614 +201	+0.4%	+$2.8K	0.2%	148
2025 Q2	$692K	Buy	50,413 +619	+1%	+$7.41K	0.18%	172
2025 Q1	$510K	Sell	49,794 -88	-0.2%	-$1.04K	0.14%	238
2024 Q4	$517K	Sell	49,882 -524	-1%	-$6.97K	0.14%	235
2024 Q3	$688K	Sell	50,406 -537	-1%	-$7.22K	0.18%	177
2024 Q2	$657K	Buy	+50,943	New	+$593K	0.19%	166

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

Legacy Wealth Asset Management's NU Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Nu Holdings (NU) stake by 1.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 50,790 shares worth $679K. The position accounts for 0.15% of the portfolio, ranked #211.

Legacy Wealth Asset Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $828K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Legacy Wealth Asset Management held 50,790 shares of Nu Holdings worth $679K as of Q2 2026.
Legacy Wealth Asset Management bought 935 Nu Holdings shares in Q2 2026, an estimated $12.6K.
Nu Holdings made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #211 holding.
Legacy Wealth Asset Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Legacy Wealth Asset Management's Nu Holdings position peaked at $828K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.