NWAM LLC’s Nu Holdings NU Stock Holding History

NWAM LLC’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	-28,951	Closed	-$416K	–	705
2026 Q1	$416K	Sell	28,951 -2,725	-9%	-$44.2K	0.02%	446
2025 Q4	$576K	Sell	31,676 -1,839	-5%	-$29.6K	0.03%	372
2025 Q3	$516K	Sell	33,515 -1,140	-3%	-$15.9K	0.03%	407
2025 Q2	$423K	Sell	34,655 -5,700	-14%	-$68.3K	0.02%	430
2025 Q1	$413K	Buy	40,355 +10,180	+34%	+$120K	0.04%	352
2024 Q4	$313K	Buy	30,175 +4,765	+19%	+$63.4K	0.02%	473
2024 Q3	$347K	Buy	+25,410	New	+$342K	0.02%	454

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 $3.38T AUM 44.17% 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

NWAM LLC's NU Position: Q2 2026 in Review

NWAM LLC sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 28,951 shares — an estimated $416K sold.

NWAM LLC first reported a position in NU in Q3 2024 and held it in 7 quarters. The position peaked at $576K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NWAM LLC reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
NWAM LLC sold 28,951 Nu Holdings shares in Q2 2026, an estimated $416K.
NWAM LLC first reported a position in Nu Holdings in Q3 2024 and held it in 7 quarters.
NWAM LLC's Nu Holdings position peaked at $576K in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.