MBM Wealth Consultants’s Nu Holdings NU Stock Holding History

MBM Wealth Consultants’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	$863K	Buy	64,567 +11,091	+21%	+$149K	0.17%	65
2026 Q1	$768K	Buy	53,476 +3,192	+6%	+$51.7K	0.18%	59
2025 Q4	$842K	Buy	50,284 +607	+1%	+$9.76K	0.2%	58
2025 Q3	$795K	Sell	49,677 -8,252	-14%	-$115K	0.2%	59
2025 Q2	$795K	Buy	57,929 +9,503	+20%	+$114K	0.21%	59
2025 Q1	$496K	Buy	48,426 +2,698	+6%	+$31.9K	0.15%	65
2024 Q4	$486K	Buy	+45,728	New	+$608K	0.14%	63

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

MBM Wealth Consultants's NU Position: Q2 2026 in Review

MBM Wealth Consultants increased its Nu Holdings (NU) stake by 21% in Q2 2026, buying an estimated $149K and bringing the position to 64,567 shares worth $863K. The position accounts for 0.17% of the portfolio, ranked #65.

MBM Wealth Consultants first reported a position in NU in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

MBM Wealth Consultants held 64,567 shares of Nu Holdings worth $863K as of Q2 2026.
MBM Wealth Consultants bought 11,091 Nu Holdings shares in Q2 2026, an estimated $149K.
Nu Holdings made up 0.17% of MBM Wealth Consultants's portfolio in Q2 2026, its #65 holding.
MBM Wealth Consultants first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.