Northside Capital Management’s Nu Holdings NU Stock Holding History

Northside Capital 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	$6.85M	Hold	512,727	–	–	0.56%	53
2026 Q1	$7.37M	Hold	512,727	–	–	0.65%	49
2025 Q4	$8.58M	Hold	512,727	–	–	0.75%	42
2025 Q3	$8.21M	Sell	512,727 -131,875	-20%	-$1.84M	0.75%	38
2025 Q2	$8.84M	Hold	644,602	–	–	0.67%	32
2025 Q1	$6.6M	Sell	644,602 -46,984	-7%	-$555K	1.07%	14
2024 Q4	$7.16M	Hold	691,586	–	–	1.9%	11
2024 Q3	$9.44M	Hold	691,586	–	–	1.48%	13
2024 Q2	$8.91M	Sell	691,586 -14,521	-2%	-$169K	1.53%	12
2024 Q1	$8.42M	Buy	706,107 +57,036	+9%	+$582K	1.5%	12
2023 Q4	$5.41M	Sell	649,071 -30,491	-4%	-$246K	1.69%	11
2023 Q3	$4.93M	Buy	679,562 +22,013	+3%	+$165K	1.14%	14
2023 Q2	$5.19M	Buy	657,549 +127,053	+24%	+$781K	1.8%	12
2023 Q1	$2.53M	Hold	530,496	–	–	0.68%	21
2022 Q4	$2.16M	Hold	530,496	–	–	0.65%	22
2022 Q3	$2.33M	Buy	530,496 +349,485	+193%	+$1.6M	0.76%	22
2022 Q2	$677K	Buy	+181,011	New	+$918K	0.21%	44

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

Northside Capital Management's NU Position: Q2 2026 in Review

Northside Capital Management held its Nu Holdings (NU) position steady in Q2 2026 at 512,727 shares worth $6.85M. The position accounts for 0.56% of the portfolio, ranked #53.

Northside Capital Management first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.44M in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Northside Capital Management held 512,727 shares of Nu Holdings worth $6.85M as of Q2 2026.
Northside Capital Management left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.56% of Northside Capital Management's portfolio in Q2 2026, its #53 holding.
Northside Capital Management first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Northside Capital Management's Nu Holdings position peaked at $9.44M in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.