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	$2.27M	Buy	+170,000	New	+$2.29M	0.01%	753

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

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.