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Sheets Smith Wealth Management’s Nu Holdings NU Stock Holding History

Sheets Smith 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
-25,992
Closed -$374K – 419
2026
Q1 		$374K Hold
25,992
– – 0.04% 320
2025
Q4 		$435K Hold
25,992
– – 0.05% 293
2025
Q3 		$416K Buy
+25,992
New +$363K 0.05% 304
2024
Q4 		– Sell
-35,853
Closed -$489K – 389
2024
Q3 		$489K Sell
35,853
-85
-0.2% -$1.14K 0.06% 257
2024
Q2 		$463K Buy
35,938
+552
+2% +$6.43K 0.06% 254
2024
Q1 		$422K Buy
+35,386
New +$361K 0.05% 273

Other funds holding NU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Sheets Smith Wealth Management's NU Position: Q2 2026 in Review

Sheets Smith Wealth Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 25,992 shares — an estimated $374K sold.

Sheets Smith Wealth Management first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $489K in Q3 2024. 74 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Sheets Smith Wealth Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 25,992 Nu Holdings shares in Q2 2026, an estimated $374K.
  • Sheets Smith Wealth Management first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Nu Holdings position peaked at $489K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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