SteelPeak Wealth’s Nu Holdings NU Stock Holding History

SteelPeak Wealth’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	-14,331	Closed	-$206K	–	685
2026 Q1	$206K	Buy	+14,331	New	+$232K	0.01%	526
2025 Q1	–	Sell	-10,132	Closed	-$105K	–	647
2024 Q4	$105K	Buy	+10,132	New	+$135K	﹤0.01%	514

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

SteelPeak Wealth's NU Position: Q2 2026 in Review

SteelPeak Wealth sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 14,331 shares — an estimated $206K sold.

SteelPeak Wealth first reported a position in NU in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

SteelPeak Wealth reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 14,331 Nu Holdings shares in Q2 2026, an estimated $206K.
SteelPeak Wealth first reported a position in Nu Holdings in Q4 2024 and held it in 2 quarters.
SteelPeak Wealth's Nu Holdings position peaked at $206K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.