Raffa Wealth Management’s Nu Holdings NU Stock Holding History

Raffa Wealth Management’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	$7.76K	Buy	581 +88	+18%	+$1.19K	﹤0.01%	486
2026 Q1	$7.08K	Hold	493	–	–	﹤0.01%	467
2025 Q4	$8.25K	Buy	493 +31	+7%	+$498	﹤0.01%	409
2025 Q3	$7.4K	Buy	462 +141	+44%	+$1.97K	﹤0.01%	416
2025 Q2	$4.4K	Hold	321	–	–	﹤0.01%	527
2025 Q1	$3.29K	Hold	321	–	–	﹤0.01%	516
2024 Q4	$3.33K	Hold	321	–	–	﹤0.01%	533
2024 Q3	$4.38K	Buy	321 +47	+17%	+$632	﹤0.01%	442
2024 Q2	$3.53K	Buy	274 +61	+29%	+$710	﹤0.01%	599
2024 Q1	$2.54K	Hold	213	–	–	﹤0.01%	650
2023 Q4	$1.77K	Buy	+213	New	+$1.72K	﹤0.01%	658

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Raffa Wealth Management's NU Position: Q2 2026 in Review

Raffa Wealth Management increased its Nu Holdings (NU) stake by 18% in Q2 2026, buying an estimated $1.19K and bringing the position to 581 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Raffa Wealth Management first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.25K in Q4 2025. 790 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Raffa Wealth Management held 581 shares of Nu Holdings worth $7.76K as of Q2 2026.
Raffa Wealth Management bought 88 Nu Holdings shares in Q2 2026, an estimated $1.19K.
Nu Holdings made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #486 holding.
Raffa Wealth Management first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Raffa Wealth Management's Nu Holdings position peaked at $8.25K in Q4 2025.
790 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.