Phillip James Consulting’s Nu Holdings NU Stock Holding History

Phillip James Consulting’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	$1.14K	Buy	+85	New	+$1.15K	﹤0.01%	260

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

Phillip James Consulting's NU Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Nu Holdings (NU) in Q2 2026: 85 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings.

853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Phillip James Consulting held 85 shares of Nu Holdings worth $1.14K as of Q2 2026.
Nu Holdings was a new Phillip James Consulting position in Q2 2026.
Nu Holdings made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #260 holding.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.