Oak Grove Capital’s Nu Holdings NU Stock Holding History

Oak Grove Capital’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	$274K	Buy	20,485 +100	+0.5%	+$1.35K	0.01%	98
2026 Q1	$293K	Buy	20,385 +335	+2%	+$5.43K	0.02%	86
2025 Q4	$336K	Sell	20,050 -1,000	-5%	-$16.1K	0.04%	72
2025 Q3	$337K	Sell	21,050 -33,800	-62%	-$472K	0.05%	66
2025 Q2	$753K	Sell	54,850 -350,297	-86%	-$4.19M	0.12%	45
2025 Q1	$4.15M	Sell	405,147 -67,935	-14%	-$803K	0.86%	22
2024 Q4	$4.9M	Buy	473,082 +237,775	+101%	+$3.16M	0.73%	25
2024 Q3	$3.21M	Buy	235,307 +191,297	+435%	+$2.57M	0.53%	29
2024 Q2	$567K	Buy	+44,010	New	+$512K	0.1%	46

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

Oak Grove Capital's NU Position: Q2 2026 in Review

Oak Grove Capital increased its Nu Holdings (NU) stake by 0.49% in Q2 2026, buying an estimated $1.35K and bringing the position to 20,485 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #98.

Oak Grove Capital first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.9M in Q4 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Oak Grove Capital held 20,485 shares of Nu Holdings worth $274K as of Q2 2026.
Oak Grove Capital bought 100 Nu Holdings shares in Q2 2026, an estimated $1.35K.
Nu Holdings made up 0.01% of Oak Grove Capital's portfolio in Q2 2026, its #98 holding.
Oak Grove Capital first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Oak Grove Capital's Nu Holdings position peaked at $4.9M in Q4 2024.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.