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PDS Planning’s Nu Holdings NU Stock Holding History

PDS Planning’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 		$189K Sell
14,143
-2,003
-12% -$27K 0.01% 580
2026
Q1 		$232K Buy
16,146
+444
+3% +$7.2K 0.02% 468
2025
Q4 		$263K Buy
15,702
+298
+2% +$4.79K 0.02% 424
2025
Q3 		$247K Buy
15,404
+2,371
+18% +$33.1K 0.02% 434
2025
Q2 		$179K Buy
13,033
+1,909
+17% +$22.9K 0.01% 491
2025
Q1 		$114K Buy
+11,124
New +$131K 0.01% 456

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

PDS Planning's NU Position: Q2 2026 in Review

PDS Planning reduced its Nu Holdings (NU) stake by 12% in Q2 2026, selling an estimated $27K and leaving 14,143 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #580.

PDS Planning first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • PDS Planning held 14,143 shares of Nu Holdings worth $189K as of Q2 2026.
  • PDS Planning sold 2,003 Nu Holdings shares in Q2 2026, an estimated $27K.
  • Nu Holdings made up 0.01% of PDS Planning's portfolio in Q2 2026, its #580 holding.
  • PDS Planning first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Nu Holdings position peaked at $263K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.