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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
Q1 		– Sell
-10,000
Closed -$167K – 163
2025
Q4 		$167K Hold
10,000
– – 0.07% 134
2025
Q3 		$160K Buy
+10,000
New +$139K 0.07% 131

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 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. 172 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.
  • 172 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.