Ritholtz Wealth Management’s Nu Holdings NU Stock Holding History

Ritholtz 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	–	Sell	-13,886	Closed	-$200K	–	1363
2026 Q1	$200K	Sell	13,886 -2,244	-14%	-$36.4K	﹤0.01%	1138
2025 Q4	$270K	Buy	16,130 +5,533	+52%	+$88.9K	﹤0.01%	942
2025 Q3	$170K	Buy	+10,597	New	+$148K	﹤0.01%	998
2024 Q4	–	Sell	-10,348	Closed	-$141K	–	885
2024 Q3	$141K	Buy	+10,348	New	+$139K	﹤0.01%	842

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

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

Ritholtz Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 13,886 shares — an estimated $200K sold.

Ritholtz Wealth Management first reported a position in NU in Q3 2024 and held it in 4 quarters. The position peaked at $270K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ritholtz Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 13,886 Nu Holdings shares in Q2 2026, an estimated $200K.
Ritholtz Wealth Management first reported a position in Nu Holdings in Q3 2024 and held it in 4 quarters.
Ritholtz Wealth Management's Nu Holdings position peaked at $270K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.