Modern Wealth Management’s Nu Holdings NU Stock Holding History

Modern Wealth Management’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	$480K	Sell	35,914 -3,989	-10%	-$53.8K	0.01%	729
2026 Q1	$576K	Buy	+39,903	New	+$647K	0.01%	543
2025 Q4	–	Sell	-10,735	Closed	-$172K	–	876
2025 Q3	$172K	Buy	+10,735	New	+$150K	﹤0.01%	773

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

Modern Wealth Management's NU Position: Q2 2026 in Review

Modern Wealth Management reduced its Nu Holdings (NU) stake by 10% in Q2 2026, selling an estimated $53.8K and leaving 35,914 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #729.

Modern Wealth Management first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Modern Wealth Management held 35,914 shares of Nu Holdings worth $480K as of Q2 2026.
Modern Wealth Management sold 3,989 Nu Holdings shares in Q2 2026, an estimated $53.8K.
Nu Holdings made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #729 holding.
Modern Wealth Management first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
Modern Wealth Management's Nu Holdings position peaked at $576K in Q1 2026.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.