Spire Wealth Management’s Nu Holdings NU Stock Holding History

Spire 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	$2.43K	Hold	182	–	–	﹤0.01%	1971
2026 Q1	$2.62K	Hold	182	–	–	﹤0.01%	1987
2025 Q4	$3.05K	Buy	182 +35	+24%	+$562	﹤0.01%	2011
2025 Q3	$2.35K	Hold	147	–	–	﹤0.01%	2128
2025 Q2	$2.02K	Sell	147 -400	-73%	-$4.79K	﹤0.01%	2167
2025 Q1	$5.6K	Buy	547 +22	+4%	+$260	﹤0.01%	2029
2024 Q4	$5.44K	Buy	525 +125	+31%	+$1.66K	﹤0.01%	2019
2024 Q3	$5.46K	Sell	400 -1	-0.2%	-$13	﹤0.01%	1797
2024 Q2	$5.17K	Buy	401 +1	+0.3%	+$12	﹤0.01%	1821
2024 Q1	$4.77K	Hold	400	–	–	﹤0.01%	1939
2023 Q4	$3.67K	Hold	400	–	–	﹤0.01%	2031
2023 Q3	$2.9K	Hold	400	–	–	﹤0.01%	2057
2023 Q2	$3.16K	Hold	400	–	–	﹤0.01%	2110
2023 Q1	$1.9K	Hold	400	–	–	﹤0.01%	2271
2022 Q4	$2K	Hold	400	–	–	﹤0.01%	2075
2022 Q3	$2K	Sell	400 -9,600	-96%	-$44.1K	﹤0.01%	1975
2022 Q2	$37K	Buy	+10,000	New	+$50.7K	﹤0.01%	1427

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

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

Spire Wealth Management held its Nu Holdings (NU) position steady in Q2 2026 at 182 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Spire Wealth Management first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $37K in Q2 2022. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Spire Wealth Management held 182 shares of Nu Holdings worth $2.43K as of Q2 2026.
Spire Wealth Management left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1971 holding.
Spire Wealth Management first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Nu Holdings position peaked at $37K in Q2 2022.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.