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Strategic Wealth Partners’s Nu Holdings NU Stock Holding History

Strategic Wealth Partners’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 		$8.86K Hold
663
– – ﹤0.01% 949
2026
Q1 		$9.53K Buy
663
+7
+1% +$113 ﹤0.01% 900
2025
Q4 		$11K Hold
656
– – ﹤0.01% 864
2025
Q3 		$10.5K Hold
656
– – ﹤0.01% 882
2025
Q2 		$9K Buy
+656
New +$7.86K ﹤0.01% 805

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Partners's NU Position: Q2 2026 in Review

Strategic Wealth Partners held its Nu Holdings (NU) position steady in Q2 2026 at 663 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Strategic Wealth Partners first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $11K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Strategic Wealth Partners held 663 shares of Nu Holdings worth $8.86K as of Q2 2026.
  • Strategic Wealth Partners left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #949 holding.
  • Strategic Wealth Partners first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Nu Holdings position peaked at $11K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.