Steward Partners Investment Advisory’s Nu Holdings NU Stock Holding History

Steward Partners Investment Advisory’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	$1.36M	Sell	101,693 -196,371	-66%	-$2.65M	0.01%	1108
2026 Q1	$4.28M	Buy	298,064 +32,372	+12%	+$525K	0.02%	564
2025 Q4	$4.45M	Buy	265,692 +109,898	+71%	+$1.77M	0.02%	501
2025 Q3	$2.49M	Buy	155,794 +329	+0.2%	+$4.59K	0.01%	690
2025 Q2	$2.13M	Buy	155,465 +5,646	+4%	+$67.6K	0.02%	700
2025 Q1	$1.53M	Buy	149,819 +144,127	+2,532%	+$1.7M	0.01%	755
2024 Q4	$59K	Sell	5,692 -15,908	-74%	-$212K	﹤0.01%	2254
2024 Q3	$295K	Sell	21,600 -18,001	-45%	-$242K	﹤0.01%	1345
2024 Q2	$510K	Buy	39,601 +31,858	+411%	+$371K	0.01%	1060
2024 Q1	$92.4K	Sell	7,743 -22,757	-75%	-$232K	﹤0.01%	1812
2023 Q4	$254K	Buy	30,500 +3,000	+11%	+$24.2K	﹤0.01%	1287
2023 Q3	$199K	Buy	27,500 +21,000	+323%	+$157K	﹤0.01%	1286
2023 Q2	$51.3K	Sell	6,500 -1,000	-13%	-$6.14K	﹤0.01%	1872
2023 Q1	$35.7K	Sell	7,500 -54,000	-88%	-$241K	﹤0.01%	2003
2022 Q4	$250K	Buy	61,500 +20,000	+48%	+$86.9K	﹤0.01%	1149
2022 Q3	$183K	Buy	41,500 +17,000	+69%	+$78K	﹤0.01%	1238
2022 Q2	$92K	Buy	24,500 +10,000	+69%	+$50.7K	﹤0.01%	1532
2022 Q1	$112K	Buy	+14,500	New	+$116K	﹤0.01%	1563

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

Steward Partners Investment Advisory's NU Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Nu Holdings (NU) stake by 66% in Q2 2026, selling an estimated $2.65M and leaving 101,693 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1108.

Steward Partners Investment Advisory first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.45M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Steward Partners Investment Advisory held 101,693 shares of Nu Holdings worth $1.36M as of Q2 2026.
Steward Partners Investment Advisory sold 196,371 Nu Holdings shares in Q2 2026, an estimated $2.65M.
Nu Holdings made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1108 holding.
Steward Partners Investment Advisory first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
Steward Partners Investment Advisory's Nu Holdings position peaked at $4.45M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.