Prasad Wealth Partners’s Nu Holdings NU Stock Holding History

Prasad Wealth Partners’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	$1.33M	Sell	99,843 -1,110	-1%	-$15K	0.32%	50
2026 Q1	$1.45M	Sell	100,953 -2,795	-3%	-$45.3K	0.39%	42
2025 Q4	$1.74M	Sell	103,748 -3,271	-3%	-$52.6K	0.46%	42
2025 Q3	$1.71M	Sell	107,019 -18,758	-15%	-$262K	0.48%	37
2025 Q2	$1.73M	Buy	125,777 +18,796	+18%	+$225K	0.51%	37
2025 Q1	$1.1M	Buy	106,981 +73,605	+221%	+$870K	0.36%	38
2024 Q4	$346K	Buy	+33,376	New	+$444K	0.11%	74

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

Prasad Wealth Partners's NU Position: Q2 2026 in Review

Prasad Wealth Partners reduced its Nu Holdings (NU) stake by 1.1% in Q2 2026, selling an estimated $15K and leaving 99,843 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #50.

Prasad Wealth Partners first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Prasad Wealth Partners held 99,843 shares of Nu Holdings worth $1.33M as of Q2 2026.
Prasad Wealth Partners sold 1,110 Nu Holdings shares in Q2 2026, an estimated $15K.
Nu Holdings made up 0.32% of Prasad Wealth Partners's portfolio in Q2 2026, its #50 holding.
Prasad Wealth Partners first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's Nu Holdings position peaked at $1.74M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.