TD Private Client Wealth’s Nu Holdings NU Stock Holding History

TD Private Client 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	$2.33K	Sell	174 -135	-44%	-$1.82K	﹤0.01%	1343
2026 Q1	$4.44K	Buy	309 +119	+63%	+$1.93K	﹤0.01%	1185
2025 Q4	$3.18K	Buy	190 +59	+45%	+$948	﹤0.01%	1214
2025 Q3	$2.1K	Hold	131	–	–	﹤0.01%	1243
2025 Q2	$1.8K	Hold	131	–	–	﹤0.01%	1236
2025 Q1	$1.34K	Buy	131 +15	+13%	+$177	﹤0.01%	1254
2024 Q4	$1.2K	Sell	116 -354	-75%	-$4.71K	﹤0.01%	1241
2024 Q3	$6.42K	Hold	470	–	–	﹤0.01%	1096
2024 Q2	$6.06K	Buy	470 +282	+150%	+$3.28K	﹤0.01%	1081
2024 Q1	$2.24K	Buy	188 +68	+57%	+$694	﹤0.01%	1126
2023 Q4	$1K	Buy	+120	New	+$970	﹤0.01%	1185
2022 Q1	–	Sell	-1,919	Closed	-$18K	–	1309
2021 Q4	$18K	Buy	+1,919	New	+$18.8K	﹤0.01%	867

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

TD Private Client Wealth's NU Position: Q2 2026 in Review

TD Private Client Wealth reduced its Nu Holdings (NU) stake by 44% in Q2 2026, selling an estimated $1.82K and leaving 174 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

TD Private Client Wealth first reported a position in NU in Q4 2021 and has held it in 12 quarters since. The position peaked at $18K in Q4 2021. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

TD Private Client Wealth held 174 shares of Nu Holdings worth $2.33K as of Q2 2026.
TD Private Client Wealth sold 135 Nu Holdings shares in Q2 2026, an estimated $1.82K.
Nu Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1343 holding.
TD Private Client Wealth first reported a position in Nu Holdings in Q4 2021 and has held it in 12 quarters since.
TD Private Client Wealth's Nu Holdings position peaked at $18K in Q4 2021.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.