Oppenheimer Asset Management’s Nu Holdings NU Stock Holding History

Oppenheimer Asset 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	$157K	Buy	+11,768	New	+$159K	﹤0.01%	1103
2024 Q4	–	Sell	-23,089	Closed	-$315K	–	1186
2024 Q3	$315K	Buy	23,089 +2,695	+13%	+$36.3K	﹤0.01%	996
2024 Q2	$263K	Buy	20,394 +3,784	+23%	+$44.1K	﹤0.01%	1015
2024 Q1	$198K	Sell	16,610 -3,455	-17%	-$35.3K	﹤0.01%	1040
2023 Q4	$167K	Buy	+20,065	New	+$162K	﹤0.01%	1112

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

Oppenheimer Asset Management's NU Position: Q2 2026 in Review

Oppenheimer Asset Management opened a new position in Nu Holdings (NU) in Q2 2026: 11,768 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in NU as recently as Q3 2024.

Oppenheimer Asset Management first reported a position in NU in Q4 2023 and has held it in 5 quarters since. The position peaked at $315K in Q3 2024. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Oppenheimer Asset Management held 11,768 shares of Nu Holdings worth $157K as of Q2 2026.
Nu Holdings was a new Oppenheimer Asset Management position in Q2 2026.
Nu Holdings made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1103 holding.
Oppenheimer Asset Management first reported a position in Nu Holdings in Q4 2023 and has held it in 5 quarters since.
Oppenheimer Asset Management's Nu Holdings position peaked at $315K in Q3 2024.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.