Perigon Wealth Management’s Nu Holdings NU Stock Holding History

Perigon Wealth 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	$273K	Sell	20,430 -1,528	-7%	-$20.6K	﹤0.01%	1179
2026 Q1	$316K	Buy	21,958 +299	+1%	+$4.85K	0.01%	1001
2025 Q4	$363K	Buy	21,659 +1,390	+7%	+$22.3K	0.01%	946
2025 Q3	$325K	Buy	20,269 +273	+1%	+$3.81K	0.01%	920
2025 Q2	$274K	Buy	19,996 +5,355	+37%	+$64.1K	0.01%	869
2025 Q1	$150K	Buy	14,641 +1,136	+8%	+$13.4K	﹤0.01%	993
2024 Q4	$152K	Buy	13,505 +1,216	+10%	+$16.2K	﹤0.01%	1005
2024 Q3	$168K	Sell	12,289 -606	-5%	-$8.15K	﹤0.01%	954
2024 Q2	$166K	Buy	+12,895	New	+$150K	﹤0.01%	826

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

Perigon Wealth Management's NU Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nu Holdings (NU) stake by 7% in Q2 2026, selling an estimated $20.6K and leaving 20,430 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Perigon Wealth Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Perigon Wealth Management held 20,430 shares of Nu Holdings worth $273K as of Q2 2026.
Perigon Wealth Management sold 1,528 Nu Holdings shares in Q2 2026, an estimated $20.6K.
Nu Holdings made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1179 holding.
Perigon Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Perigon Wealth Management's Nu Holdings position peaked at $363K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.