True Wealth Design’s Nu Holdings NU Stock Holding History

True Wealth Design’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	$3.88K	Buy	290 +60	+26%	+$809	﹤0.01%	1436
2026 Q1	$3.31K	Sell	230 -8	-3%	-$130	﹤0.01%	1367
2025 Q4	$3.98K	Buy	238 +20	+9%	+$321	﹤0.01%	1188
2025 Q3	$3.49K	Buy	218 +10	+5%	+$139	﹤0.01%	1229
2025 Q2	$2.85K	Buy	208 +55	+36%	+$659	﹤0.01%	1024
2025 Q1	$1.57K	Buy	+153	New	+$1.81K	﹤0.01%	1099

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

True Wealth Design's NU Position: Q2 2026 in Review

True Wealth Design increased its Nu Holdings (NU) stake by 26% in Q2 2026, buying an estimated $809 and bringing the position to 290 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

True Wealth Design first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.98K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

True Wealth Design held 290 shares of Nu Holdings worth $3.88K as of Q2 2026.
True Wealth Design bought 60 Nu Holdings shares in Q2 2026, an estimated $809.
Nu Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1436 holding.
True Wealth Design first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Nu Holdings position peaked at $3.98K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.