N.E.W. Advisory Services’s Nu Holdings NU Stock Holding History

N.E.W. Advisory 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 Q3	$785	Buy	+62	New	+$879	﹤0.01%	962

Other funds holding NU

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

N.E.W. Advisory Services's NU Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in Nu Holdings (NU) in Q3 2026: 62 shares worth $785. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

396 funds tracked by Wall St. Rank hold NU as of Q3 2026.

N.E.W. Advisory Services held 62 shares of Nu Holdings worth $785 as of Q3 2026.
Nu Holdings was a new N.E.W. Advisory Services position in Q3 2026.
Nu Holdings made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #962 holding.
396 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.