MWM
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Moran Wealth Management’s Nu Holdings NU Stock Holding History

Moran 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 		$5.61M Buy
419,768
+59,624
+17% +$804K 0.15% 200
2026
Q1 		$5.18M Buy
360,144
+59,731
+20% +$968K 0.16% 190
2025
Q4 		$5.03M Buy
300,413
+22,129
+8% +$356K 0.15% 202
2025
Q3 		$4.46M Buy
278,284
+33,333
+14% +$465K 0.13% 192
2025
Q2 		$3.36M Sell
244,951
-548,897
-69% -$6.57M 0.1% 238
2025
Q1 		$8.13M Buy
793,848
+55,121
+7% +$651K 0.27% 115
2024
Q4 		$7.65M Buy
738,727
+723,068
+4,618% +$9.62M 0.24% 122
2024
Q3 		$214K Buy
15,659
+200
+1% +$2.69K 0.01% 400
2024
Q2 		$199K Buy
15,459
+3,455
+29% +$40.2K 0.01% 385
2024
Q1 		$143K Buy
12,004
+426
+4% +$4.35K ﹤0.01% 407
2023
Q4 		$96.4K Sell
11,578
-1,617
-12% -$13.1K ﹤0.01% 414
2023
Q3 		$95.7K Buy
+13,195
New +$98.7K ﹤0.01% 362

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

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

Moran Wealth Management increased its Nu Holdings (NU) stake by 17% in Q2 2026, buying an estimated $804K and bringing the position to 419,768 shares worth $5.61M. The position accounts for 0.15% of the portfolio, ranked #200.

Moran Wealth Management first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.13M in Q1 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Moran Wealth Management held 419,768 shares of Nu Holdings worth $5.61M as of Q2 2026.
  • Moran Wealth Management bought 59,624 Nu Holdings shares in Q2 2026, an estimated $804K.
  • Nu Holdings made up 0.15% of Moran Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Moran Wealth Management first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Nu Holdings position peaked at $8.13M in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.