UWM
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Udine Wealth Management’s Nu Holdings NU Stock Holding History

Udine Wealth Management’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 		$3.05M Buy
228,254
+6,062
+3% +$81.7K 1.26% 23
2026
Q1 		$3.19M Buy
222,192
+6,032
+3% +$97.8K 1.56% 16
2025
Q4 		$3.62M Buy
216,160
+3,724
+2% +$59.9K 1.71% 15
2025
Q3 		$3.4M Buy
212,436
+4,932
+2% +$68.8K 1.63% 17
2025
Q2 		$2.85M Buy
207,504
+572
+0.3% +$6.85K 1.5% 16
2025
Q1 		$2.12M Buy
+206,932
New +$2.45M 1.42% 20

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Udine Wealth Management's NU Position: Q2 2026 in Review

Udine Wealth Management increased its Nu Holdings (NU) stake by 2.7% in Q2 2026, buying an estimated $81.7K and bringing the position to 228,254 shares worth $3.05M. The position accounts for 1.26% of the portfolio, ranked #23.

Udine Wealth Management first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Udine Wealth Management held 228,254 shares of Nu Holdings worth $3.05M as of Q2 2026.
  • Udine Wealth Management bought 6,062 Nu Holdings shares in Q2 2026, an estimated $81.7K.
  • Nu Holdings made up 1.26% of Udine Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Udine Wealth Management first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Udine Wealth Management's Nu Holdings position peaked at $3.62M in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.