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Physician Wealth Advisors’s Nu Holdings NU Stock Holding History

Physician 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 		$11.6K Sell
868
-3,020
-78% -$40.7K ﹤0.01% 827
2026
Q1 		$55.9K Sell
3,888
-144
-4% -$2.33K 0.01% 378
2025
Q4 		$67.5K Buy
4,032
+2,379
+144% +$38.2K 0.01% 334
2025
Q3 		$26.5K Sell
1,653
-35
-2% -$488 ﹤0.01% 509
2025
Q2 		$23.2K Buy
1,688
+1,581
+1,478% +$18.9K ﹤0.01% 486
2025
Q1 		$1.1K Buy
+107
New +$1.26K ﹤0.01% 1006

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Nu Holdings (NU) stake by 78% in Q2 2026, selling an estimated $40.7K and leaving 868 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Physician Wealth Advisors first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.5K in Q4 2025. 135 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Physician Wealth Advisors held 868 shares of Nu Holdings worth $11.6K as of Q2 2026.
  • Physician Wealth Advisors sold 3,020 Nu Holdings shares in Q2 2026, an estimated $40.7K.
  • Nu Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #827 holding.
  • Physician Wealth Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Nu Holdings position peaked at $67.5K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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