Morse Asset Management’s Nu Holdings NU Stock Holding History

Morse Asset 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	–	Sell	-2,550	Closed	-$36.6K	–	436
2026 Q1	$36.6K	Buy	2,550 +725	+40%	+$11.8K	0.01%	248
2025 Q4	$30.6K	Buy	+1,825	New	+$29.3K	0.01%	247
2025 Q1	–	Sell	-49,136	Closed	-$509K	–	370
2024 Q4	$509K	Sell	49,136 -9,650	-16%	-$128K	0.12%	117
2024 Q3	$802K	Buy	58,786 +24,436	+71%	+$329K	0.17%	107
2024 Q2	$443K	Buy	34,350 +22,350	+186%	+$260K	0.11%	117
2024 Q1	$143K	Buy	+12,000	New	+$123K	0.04%	140

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

Morse Asset Management's NU Position: Q2 2026 in Review

Morse Asset Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 2,550 shares — an estimated $36.6K sold.

Morse Asset Management first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $802K in Q3 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Morse Asset Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Morse Asset Management sold 2,550 Nu Holdings shares in Q2 2026, an estimated $36.6K.
Morse Asset Management first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
Morse Asset Management's Nu Holdings position peaked at $802K in Q3 2024.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.