Opal Wealth Advisors’s Nu Holdings NU Stock Holding History

Opal Wealth 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	–	Sell	-5,427	Closed	-$78K	–	456
2026 Q1	$78K	Buy	+5,427	New	+$88K	0.02%	320
2025 Q3	–	Sell	-5,920	Closed	-$81.2K	–	431
2025 Q2	$81.2K	Buy	5,920 +171	+3%	+$2.05K	0.02%	299
2025 Q1	$58.9K	Buy	+5,749	New	+$67.9K	0.02%	341
2024 Q3	–	Sell	-6,842	Closed	-$88.2K	–	858
2024 Q2	$88.2K	Buy	+6,842	New	+$79.7K	0.03%	289

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Opal Wealth Advisors's NU Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 5,427 shares — an estimated $78K sold.

Opal Wealth Advisors first reported a position in NU in Q2 2024 and held it in 4 quarters. The position peaked at $88.2K in Q2 2024. 97 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Opal Wealth Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 5,427 Nu Holdings shares in Q2 2026, an estimated $78K.
Opal Wealth Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Nu Holdings position peaked at $88.2K in Q2 2024.
97 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.