NewEdge Advisors’s Nu Holdings NU Stock Holding History

NewEdge Advisors’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	$548K	Buy	41,035 +5,410	+15%	+$72.9K	﹤0.01%	2084
2026 Q1	$512K	Sell	35,625 -23,694	-40%	-$384K	﹤0.01%	1971
2025 Q4	$993K	Buy	59,319 +25,873	+77%	+$416K	﹤0.01%	1494
2025 Q3	$535K	Sell	33,446 -1,943	-5%	-$27.1K	﹤0.01%	1767
2025 Q2	$486K	Sell	35,389 -118,251	-77%	-$1.42M	﹤0.01%	1708
2025 Q1	$1.57M	Sell	153,640 -24,390	-14%	-$288K	0.01%	964
2024 Q4	$1.84M	Buy	178,030 +53,646	+43%	+$714K	0.01%	863
2024 Q3	$1.7M	Sell	124,384 -42,254	-25%	-$568K	0.01%	863
2024 Q2	$2.15M	Buy	+166,638	New	+$1.94M	0.02%	723
2023 Q1	–	Sell	-111	Closed	-$452	–	3902
2022 Q4	$452	Buy	+111	New	+$482	﹤0.01%	3188

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

NewEdge Advisors's NU Position: Q2 2026 in Review

NewEdge Advisors increased its Nu Holdings (NU) stake by 15% in Q2 2026, buying an estimated $72.9K and bringing the position to 41,035 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

NewEdge Advisors first reported a position in NU in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NewEdge Advisors held 41,035 shares of Nu Holdings worth $548K as of Q2 2026.
NewEdge Advisors bought 5,410 Nu Holdings shares in Q2 2026, an estimated $72.9K.
Nu Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2084 holding.
NewEdge Advisors first reported a position in Nu Holdings in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's Nu Holdings position peaked at $2.15M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.