Tidal Investments’s Nu Holdings NU Stock Holding History

Tidal Investments’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	$3.18M	Buy	+238,100	New	+$3.21M	0.01%	1138
2025 Q4	–	Sell	-587,100	Closed	-$9.4M	–	2273
2025 Q3	$9.4M	Buy	+587,100	New	+$8.19M	0.02%	451
2025 Q2	–	Sell	-143	Closed	-$787	–	2016
2025 Q1	$787	Buy	+143	New	+$1.69K	﹤0.01%	1806

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

Tidal Investments's NU Position: Q2 2026 in Review

Tidal Investments reduced its Nu Holdings (NU) stake by 2.3% in Q2 2026, selling an estimated $1.02M and leaving 3,288,869 shares worth $43.9M. The position accounts for 0.08% of the portfolio, ranked #255.

Tidal Investments first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $57.6M in Q3 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Tidal Investments held 3,288,869 shares of Nu Holdings worth $43.9M as of Q2 2026.
Tidal Investments sold 76,022 Nu Holdings shares in Q2 2026, an estimated $1.02M.
Nu Holdings made up 0.08% of Tidal Investments's portfolio in Q2 2026, its #255 holding.
Tidal Investments first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Tidal Investments's Nu Holdings position peaked at $57.6M in Q3 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.