Smartleaf Asset Management’s Nu Holdings NU Stock Holding History

Smartleaf Asset 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	$290K	Hold	22,063	–	–	0.01%	698
2026 Q1	$298K	Buy	22,063 +969	+5%	+$15.7K	0.01%	660
2025 Q4	$356K	Buy	21,094 +3,061	+17%	+$49.2K	0.01%	607
2025 Q3	$288K	Buy	18,033 +10,738	+147%	+$150K	0.02%	613
2025 Q2	$96.7K	Sell	7,295 -1,430	-16%	-$17.1K	0.01%	881
2025 Q1	$90.3K	Buy	8,725 +2,949	+51%	+$34.9K	0.01%	873
2024 Q4	$61.5K	Sell	5,776 -431	-7%	-$5.73K	0.01%	1081
2024 Q3	$86.1K	Buy	6,207 +4,640	+296%	+$62.4K	0.01%	757
2024 Q2	$20.2K	Buy	1,567 +1,486	+1,835%	+$17.3K	﹤0.01%	1032
2024 Q1	$967	Buy	+81	New	+$827	﹤0.01%	1629

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

Smartleaf Asset Management's NU Position: Q2 2026 in Review

Smartleaf Asset Management held its Nu Holdings (NU) position steady in Q2 2026 at 22,063 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #698.

Smartleaf Asset Management first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $356K in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Smartleaf Asset Management held 22,063 shares of Nu Holdings worth $290K as of Q2 2026.
Smartleaf Asset Management left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #698 holding.
Smartleaf Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Nu Holdings position peaked at $356K in Q4 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.