LWM Advisory Services’s Nu Holdings NU Stock Holding History

LWM 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	$404K	Hold	30,210	–	–	0.72%	46
2026 Q1	$434K	Hold	30,210	–	–	0.46%	48
2025 Q4	$506K	Sell	30,210 -10,870	-26%	-$175K	0.3%	51
2025 Q3	$658K	Buy	+41,080	New	+$573K	0.38%	41
2025 Q2	–	Sell	-49,799	Closed	-$510K	–	97
2025 Q1	$510K	Sell	49,799 -19,626	-28%	-$232K	0.35%	53
2024 Q4	$719K	Hold	69,425	–	–	0.5%	37
2024 Q3	$948K	Hold	69,425	–	–	0.7%	31
2024 Q2	$895K	Hold	69,425	–	–	0.75%	30
2024 Q1	$828K	Buy	69,425 +15,102	+28%	+$154K	0.66%	30
2023 Q4	$453K	Buy	54,323 +16,426	+43%	+$133K	0.4%	49
2023 Q3	$275K	Sell	37,897 -15,548	-29%	-$116K	0.29%	58
2023 Q2	$422K	Buy	53,445 +32,853	+160%	+$202K	0.45%	41
2023 Q1	$98K	Sell	20,592 -12,262	-37%	-$54.6K	0.1%	78
2022 Q4	$134K	Buy	32,854 +16,426	+100%	+$71.4K	0.15%	80
2022 Q3	$72K	Buy	+16,428	New	+$75.4K	0.08%	116

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

LWM Advisory Services held its Nu Holdings (NU) position steady in Q2 2026 at 30,210 shares worth $404K. The position accounts for 0.72% of the portfolio, ranked #46.

LWM Advisory Services first reported a position in NU in Q3 2022 and has held it in 15 quarters since. The position peaked at $948K in Q3 2024. 325 funds tracked by Wall St. Rank hold NU as of Q2 2026.

LWM Advisory Services held 30,210 shares of Nu Holdings worth $404K as of Q2 2026.
LWM Advisory Services left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.72% of LWM Advisory Services's portfolio in Q2 2026, its #46 holding.
LWM Advisory Services first reported a position in Nu Holdings in Q3 2022 and has held it in 15 quarters since.
LWM Advisory Services's Nu Holdings position peaked at $948K in Q3 2024.
325 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.