Toth Financial Advisory’s Nu Holdings NU Stock Holding History

Toth Financial 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	$22.4K	Hold	1,678	–	–	﹤0.01%	492
2026 Q1	$24.1K	Sell	1,678 -49,842	-97%	-$808K	﹤0.01%	465
2025 Q4	$862K	Buy	51,520 +50,000	+3,289%	+$804K	0.09%	145
2025 Q3	$24.3K	Hold	1,520	–	–	﹤0.01%	447
2025 Q2	$20.9K	Hold	1,520	–	–	﹤0.01%	428
2025 Q1	$15.6K	Hold	1,520	–	–	﹤0.01%	422
2024 Q4	$15.7K	Sell	1,520 -2,500	-62%	-$33.3K	﹤0.01%	422
2024 Q3	$54.9K	Buy	+4,020	New	+$54.1K	0.01%	287
2023 Q2	–	Sell	-6,000	Closed	-$28.6K	–	858
2023 Q1	$28.6K	Buy	6,000 +2,000	+50%	+$8.91K	﹤0.01%	342
2022 Q4	$16.3K	Buy	+4,000	New	+$17.4K	﹤0.01%	397

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

Toth Financial Advisory's NU Position: Q2 2026 in Review

Toth Financial Advisory held its Nu Holdings (NU) position steady in Q2 2026 at 1,678 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Toth Financial Advisory first reported a position in NU in Q4 2022 and has held it in 10 quarters since. The position peaked at $862K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Toth Financial Advisory held 1,678 shares of Nu Holdings worth $22.4K as of Q2 2026.
Toth Financial Advisory left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #492 holding.
Toth Financial Advisory first reported a position in Nu Holdings in Q4 2022 and has held it in 10 quarters since.
Toth Financial Advisory's Nu Holdings position peaked at $862K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.