Sittner & Nelson’s Nu Holdings NU Stock Holding History

Sittner & Nelson’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	$17.4K	Hold	1,300	–	–	0.01%	395
2026 Q1	$18.7K	Hold	1,300	–	–	0.01%	391
2025 Q4	$22.6K	Hold	1,300	–	–	0.01%	335
2025 Q3	$20.8K	Hold	1,300	–	–	0.01%	318
2025 Q2	$17.8K	Hold	1,300	–	–	0.01%	329
2025 Q1	$13.3K	Hold	1,300	–	–	0.01%	343
2024 Q4	$13.5K	Hold	1,300	–	–	0.01%	328
2024 Q3	$17.7K	Hold	1,300	–	–	0.01%	309
2024 Q2	$16.8K	Hold	1,300	–	–	0.01%	302
2024 Q1	$15.5K	Buy	+1,300	New	+$13.3K	0.01%	305

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

Sittner & Nelson's NU Position: Q2 2026 in Review

Sittner & Nelson held its Nu Holdings (NU) position steady in Q2 2026 at 1,300 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #395.

Sittner & Nelson first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.6K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sittner & Nelson held 1,300 shares of Nu Holdings worth $17.4K as of Q2 2026.
Sittner & Nelson left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #395 holding.
Sittner & Nelson first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Sittner & Nelson's Nu Holdings position peaked at $22.6K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.