Quattro Financial Advisors’s Nu Holdings NU Stock Holding History

Quattro Financial 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	$735K	Buy	55,000 +25,000	+83%	+$337K	0.16%	76
2026 Q1	$431K	Hold	30,000	–	–	0.13%	76
2025 Q4	$502K	Hold	30,000	–	–	0.15%	66
2025 Q3	$480K	Buy	+30,000	New	+$418K	0.15%	64
2025 Q2	–	Sell	-20,000	Closed	-$205K	–	88
2025 Q1	$205K	Sell	20,000 -5,000	-20%	-$59.1K	0.07%	78
2024 Q4	$301K	Hold	25,000	–	–	0.08%	74
2024 Q3	$357K	Buy	+25,000	New	+$336K	0.1%	62
2022 Q4	–	Sell	-50,000	Closed	-$220K	–	89
2022 Q3	$220K	Buy	+50,000	New	+$230K	0.09%	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

Quattro Financial Advisors's NU Position: Q2 2026 in Review

Quattro Financial Advisors increased its Nu Holdings (NU) stake by 83% in Q2 2026, buying an estimated $337K and bringing the position to 55,000 shares worth $735K. The position accounts for 0.16% of the portfolio, ranked #76.

Quattro Financial Advisors first reported a position in NU in Q3 2022 and has held it in 8 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Quattro Financial Advisors held 55,000 shares of Nu Holdings worth $735K as of Q2 2026.
Quattro Financial Advisors bought 25,000 Nu Holdings shares in Q2 2026, an estimated $337K.
Nu Holdings made up 0.16% of Quattro Financial Advisors's portfolio in Q2 2026, its #76 holding.
Quattro Financial Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 8 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.