Sowell Financial Services’s Nu Holdings NU Stock Holding History

Sowell Financial Services’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	-13,556	Closed	-$195K	–	1204
2026 Q1	$195K	Buy	13,556 +604	+5%	+$9.79K	0.01%	1054
2025 Q4	$217K	Buy	12,952 +599	+5%	+$9.63K	0.01%	991
2025 Q3	$198K	Sell	12,353 -600	-5%	-$8.37K	0.01%	1008
2025 Q2	$178K	Buy	12,953 +294	+2%	+$3.52K	0.01%	979
2025 Q1	$130K	Buy	+12,659	New	+$150K	0.01%	964
2024 Q4	–	Sell	-15,356	Closed	-$210K	–	573
2024 Q3	$210K	Buy	+15,356	New	+$207K	0.01%	526

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 $3.38T AUM 44.17% 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

Sowell Financial Services's NU Position: Q2 2026 in Review

Sowell Financial Services sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 13,556 shares — an estimated $195K sold.

Sowell Financial Services first reported a position in NU in Q3 2024 and held it in 6 quarters. The position peaked at $217K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sowell Financial Services reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 13,556 Nu Holdings shares in Q2 2026, an estimated $195K.
Sowell Financial Services first reported a position in Nu Holdings in Q3 2024 and held it in 6 quarters.
Sowell Financial Services's Nu Holdings position peaked at $217K in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.