Lido Advisors
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Lido Advisors’s Nu Holdings NU Stock Holding History

Lido Advisors’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 		$3.14M Sell
235,290
-17,990
-7% -$242K 0.01% 643
2026
Q1 		$3.64M Buy
+253,280
New +$4.11M 0.01% 530

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

Lido Advisors's NU Position: Q2 2026 in Review

Lido Advisors reduced its Nu Holdings (NU) stake by 7.1% in Q2 2026, selling an estimated $242K and leaving 235,290 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #643.

Lido Advisors first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.64M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Lido Advisors held 235,290 shares of Nu Holdings worth $3.14M as of Q2 2026.
  • Lido Advisors sold 17,990 Nu Holdings shares in Q2 2026, an estimated $242K.
  • Nu Holdings made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #643 holding.
  • Lido Advisors first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • Lido Advisors's Nu Holdings position peaked at $3.64M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.