Root Financial Partners’s Nu Holdings NU Stock Holding History

Root Financial Partners’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	-1,114	Closed	-$16K	–	2234
2026 Q1	$16K	Buy	1,114 +788	+242%	+$12.8K	﹤0.01%	1444
2025 Q4	$5.46K	Buy	326 +63	+24%	+$1.01K	﹤0.01%	1738
2025 Q3	$4.21K	Buy	+263	New	+$3.67K	﹤0.01%	1786

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

Root Financial Partners's NU Position: Q2 2026 in Review

Root Financial Partners sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 1,114 shares — an estimated $16K sold.

Root Financial Partners first reported a position in NU in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Root Financial Partners reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,114 Nu Holdings shares in Q2 2026, an estimated $16K.
Root Financial Partners first reported a position in Nu Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Nu Holdings position peaked at $16K in Q1 2026.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.