Ritter Daniher Financial Advisory’s Nu Holdings NU Stock Holding History

Ritter Daniher Financial Advisory’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	$2.67K	Hold	200	–	–	﹤0.01%	541
2026 Q1	$2.87K	Hold	200	–	–	﹤0.01%	538
2025 Q4	$3.35K	Hold	200	–	–	﹤0.01%	536
2025 Q3	$3.2K	Hold	200	–	–	﹤0.01%	419
2025 Q2	$2.74K	Hold	200	–	–	﹤0.01%	301
2025 Q1	$2.05K	Hold	200	–	–	﹤0.01%	282
2024 Q4	$2.07K	Hold	200	–	–	﹤0.01%	274
2024 Q3	$2.73K	Sell	200 -300	-60%	-$4.04K	﹤0.01%	274
2024 Q2	$6.45K	Hold	500	–	–	﹤0.01%	252
2024 Q1	$5.96K	Hold	500	–	–	﹤0.01%	245
2023 Q4	$4.17K	Hold	500	–	–	﹤0.01%	277
2023 Q3	$3.63K	Hold	500	–	–	﹤0.01%	282
2023 Q2	$3.94K	Hold	500	–	–	﹤0.01%	264
2023 Q1	$2.38K	Buy	+500	New	+$2.23K	﹤0.01%	252

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

Ritter Daniher Financial Advisory's NU Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Nu Holdings (NU) position steady in Q2 2026 at 200 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Ritter Daniher Financial Advisory first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.45K in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ritter Daniher Financial Advisory held 200 shares of Nu Holdings worth $2.67K as of Q2 2026.
Ritter Daniher Financial Advisory left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #541 holding.
Ritter Daniher Financial Advisory first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
Ritter Daniher Financial Advisory's Nu Holdings position peaked at $6.45K in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.