Pinnacle Wealth Planning Services’s Nu Holdings NU Stock Holding History

Pinnacle Wealth Planning Services’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	$232K	Sell	17,344 -2,712	-14%	-$36.6K	0.02%	468
2026 Q1	$288K	Buy	20,056 +2,123	+12%	+$34.4K	0.03%	351
2025 Q4	$300K	Buy	17,933 +882	+5%	+$14.2K	0.03%	323
2025 Q3	$273K	Buy	17,051 +1,577	+10%	+$22K	0.03%	355
2025 Q2	$212K	Sell	15,474 -797	-5%	-$9.54K	0.03%	406
2025 Q1	$167K	Buy	+16,271	New	+$192K	0.03%	369
2024 Q4	–	Sell	-20,320	Closed	-$277K	–	511
2024 Q3	$277K	Buy	20,320 +1,200	+6%	+$16.1K	0.04%	331
2024 Q2	$246K	Buy	19,120 +1,356	+8%	+$15.8K	0.04%	349
2024 Q1	$212K	Buy	+17,764	New	+$181K	0.03%	406

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

Pinnacle Wealth Planning Services's NU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nu Holdings (NU) stake by 14% in Q2 2026, selling an estimated $36.6K and leaving 17,344 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #468.

Pinnacle Wealth Planning Services first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Pinnacle Wealth Planning Services held 17,344 shares of Nu Holdings worth $232K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,712 Nu Holdings shares in Q2 2026, an estimated $36.6K.
Nu Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #468 holding.
Pinnacle Wealth Planning Services first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Nu Holdings position peaked at $300K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.