Salvus Wealth Management’s Nu Holdings NU Stock Holding History

Salvus 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	-69,500	Closed	-$999K	–	129
2026 Q1	$999K	Hold	69,500	–	–	0.58%	51
2025 Q4	$1.16M	Hold	69,500	–	–	0.65%	41
2025 Q3	$1.11M	Hold	69,500	–	–	0.62%	43
2025 Q2	$954K	Hold	69,500	–	–	0.56%	50
2025 Q1	$712K	Buy	69,500 +2,500	+4%	+$29.5K	0.45%	60
2024 Q4	$694K	Hold	67,000	–	–	0.44%	63
2024 Q3	$915K	Hold	67,000	–	–	0.56%	50
2024 Q2	$864K	Hold	67,000	–	–	0.59%	48
2024 Q1	$799K	Buy	67,000 +4,500	+7%	+$46K	0.55%	48
2023 Q4	$521K	Buy	62,500 +3,500	+6%	+$28.3K	0.37%	71
2023 Q3	$428K	Buy	59,000 +5,000	+9%	+$37.4K	0.34%	77
2023 Q2	$426K	Buy	54,000 +27,000	+100%	+$166K	0.33%	79
2023 Q1	$129K	Buy	+27,000	New	+$120K	0.1%	102

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

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

Salvus Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 69,500 shares — an estimated $999K sold.

Salvus Wealth Management first reported a position in NU in Q1 2023 and held it in 13 quarters. The position peaked at $1.16M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Salvus Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Salvus Wealth Management sold 69,500 Nu Holdings shares in Q2 2026, an estimated $999K.
Salvus Wealth Management first reported a position in Nu Holdings in Q1 2023 and held it in 13 quarters.
Salvus Wealth Management's Nu Holdings position peaked at $1.16M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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