NewEdge Wealth’s Nu Holdings NU Stock Holding History

NewEdge Wealth’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	$434K	Sell	32,522 -23,045	-41%	-$311K	﹤0.01%	902
2026 Q1	$799K	Sell	55,567 -11,731	-17%	-$190K	0.01%	682
2025 Q4	$1.13M	Buy	67,298 +888	+1%	+$14.3K	0.01%	592
2025 Q3	$1.07M	Buy	66,410 +2,029	+3%	+$28.3K	0.02%	553
2025 Q2	$799K	Buy	64,381 +351	+0.5%	+$4.2K	0.01%	586
2025 Q1	$656K	Sell	64,030 -7,208	-10%	-$85.2K	0.01%	563
2024 Q4	$738K	Buy	71,238 +1,690	+2%	+$22.5K	0.01%	548
2024 Q3	$949K	Sell	69,548 -20,155	-22%	-$271K	0.02%	479
2024 Q2	$1.16M	Sell	89,703 -1,619	-2%	-$18.9K	0.03%	396
2024 Q1	$1M	Buy	91,322 +53,877	+144%	+$550K	0.02%	429
2023 Q4	$312K	Buy	+37,445	New	+$303K	0.01%	613

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 Wealth's NU Position: Q2 2026 in Review

NewEdge Wealth reduced its Nu Holdings (NU) stake by 41% in Q2 2026, selling an estimated $311K and leaving 32,522 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

NewEdge Wealth first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2024. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NewEdge Wealth held 32,522 shares of Nu Holdings worth $434K as of Q2 2026.
NewEdge Wealth sold 23,045 Nu Holdings shares in Q2 2026, an estimated $311K.
Nu Holdings made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #902 holding.
NewEdge Wealth first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Nu Holdings position peaked at $1.16M in Q2 2024.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.