Mirabella Financial Services’s Nu Holdings NU Stock Holding History

Mirabella Financial 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	–	Sell	-182,126	Closed	-$2.62M	–	1015
2026 Q1	$2.62M	Sell	182,126 -151,820	-45%	-$2.46M	0.25%	93
2025 Q4	$5.59M	Buy	+333,946	New	+$5.37M	0.52%	29
2025 Q2	–	Sell	-43,487	Closed	-$447K	–	258
2025 Q1	$447K	Buy	+43,487	New	+$514K	0.02%	214
2024 Q2	–	Sell	-89,906	Closed	-$1.07M	–	618
2024 Q1	$1.07M	Sell	89,906 -407,792	-82%	-$4.16M	0.08%	181
2023 Q4	$4.15M	Buy	+497,698	New	+$4.02M	0.55%	50

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

Mirabella Financial Services's NU Position: Q2 2026 in Review

Mirabella Financial Services sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 182,126 shares — an estimated $2.62M sold.

Mirabella Financial Services first reported a position in NU in Q4 2023 and held it in 5 quarters. The position peaked at $5.59M in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mirabella Financial Services reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 182,126 Nu Holdings shares in Q2 2026, an estimated $2.62M.
Mirabella Financial Services first reported a position in Nu Holdings in Q4 2023 and held it in 5 quarters.
Mirabella Financial Services's Nu Holdings position peaked at $5.59M in Q4 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.