Shelton Wealth Management’s Nu Holdings NU Stock Holding History

Shelton 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	$1.56M	Buy	116,485 +7,779	+7%	+$105K	0.61%	53
2026 Q1	$1.56M	Sell	108,706 -20,926	-16%	-$339K	0.68%	37
2025 Q4	$2.17M	Buy	129,632 +7,179	+6%	+$115K	0.93%	31
2025 Q3	$1.96M	Buy	122,453 +8,120	+7%	+$113K	0.89%	31
2025 Q2	$1.57M	Sell	114,333 -5,459	-5%	-$65.4K	0.76%	36
2025 Q1	$1.23M	Buy	119,792 +18,286	+18%	+$216K	0.67%	36
2024 Q4	$1.05M	Buy	101,506 +4,993	+5%	+$66.4K	0.54%	65
2024 Q3	$1.32M	Buy	96,513 +8,839	+10%	+$119K	0.72%	37
2024 Q2	$1.13M	Buy	+87,674	New	+$1.02M	0.64%	39

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

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

Shelton Wealth Management increased its Nu Holdings (NU) stake by 7.2% in Q2 2026, buying an estimated $105K and bringing the position to 116,485 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #53.

Shelton Wealth Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q4 2025. 103 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Shelton Wealth Management held 116,485 shares of Nu Holdings worth $1.56M as of Q2 2026.
Shelton Wealth Management bought 7,779 Nu Holdings shares in Q2 2026, an estimated $105K.
Nu Holdings made up 0.61% of Shelton Wealth Management's portfolio in Q2 2026, its #53 holding.
Shelton Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Shelton Wealth Management's Nu Holdings position peaked at $2.17M in Q4 2025.
103 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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