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Prospera Financial Services’s Nu Holdings NU Stock Holding History

Prospera Financial 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 		– Sell
-139,874
Closed -$2.01M – 1516
2026
Q1 		$2.01M Buy
139,874
+36,068
+35% +$585K 0.03% 502
2025
Q4 		$1.74M Buy
+103,806
New +$1.67M 0.03% 513

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Prospera Financial Services's NU Position: Q2 2026 in Review

Prospera Financial Services sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 139,874 shares — an estimated $2.01M sold.

Prospera Financial Services first reported a position in NU in Q4 2025 and held it in 2 quarters. The position peaked at $2.01M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Prospera Financial Services reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 139,874 Nu Holdings shares in Q2 2026, an estimated $2.01M.
  • Prospera Financial Services first reported a position in Nu Holdings in Q4 2025 and held it in 2 quarters.
  • Prospera Financial Services's Nu Holdings position peaked at $2.01M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.