Private Advisor Group’s Nu Holdings NU Stock Holding History

Private Advisor Group’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	–	Sell	-7,500	Closed	-$750	–	2777
2026 Q1	$750	Hold	7,500	–	–	﹤0.01%	2692
2025 Q4	$5.78K	Buy	7,500 +6,200	+477%	+$99.6K	﹤0.01%	2581
2025 Q3	$6.41K	Hold	1,300	–	–	﹤0.01%	2515
2025 Q2	$4.68K	Buy	+1,300	New	+$15.6K	﹤0.01%	2428

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

Private Advisor Group's NU Position: Q2 2026 in Review

Private Advisor Group reduced its Nu Holdings (NU) stake by 17% in Q2 2026, selling an estimated $190K and leaving 69,317 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Private Advisor Group first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q2 2023. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Private Advisor Group held 69,317 shares of Nu Holdings worth $926K as of Q2 2026.
Private Advisor Group sold 14,132 Nu Holdings shares in Q2 2026, an estimated $190K.
Nu Holdings made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1419 holding.
Private Advisor Group first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Private Advisor Group's Nu Holdings position peaked at $1.73M in Q2 2023.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.