United Capital Financial Advisors’s Nu Holdings NU Stock Holding History

United Capital Financial Advisors’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	$187K	Sell	13,975 -1,368	-9%	-$18.4K	﹤0.01%	1561
2026 Q1	$220K	Buy	15,343 +345	+2%	+$5.59K	﹤0.01%	1515
2025 Q4	$251K	Buy	14,998 +1,369	+10%	+$22K	﹤0.01%	1239
2025 Q3	$218K	Buy	13,629 +929	+7%	+$13K	﹤0.01%	1127
2025 Q2	$174K	Sell	12,700 -370	-3%	-$4.43K	﹤0.01%	1068
2025 Q1	$134K	Buy	13,070 +1,908	+17%	+$22.5K	﹤0.01%	1036
2024 Q4	$116K	Sell	11,162 -37,896	-77%	-$504K	﹤0.01%	1043
2024 Q3	$670K	Sell	49,058 -654	-1%	-$8.8K	0.01%	652
2024 Q2	$641K	Buy	+49,712	New	+$579K	0.01%	644

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

United Capital Financial Advisors's NU Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Nu Holdings (NU) stake by 8.9% in Q2 2026, selling an estimated $18.4K and leaving 13,975 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

United Capital Financial Advisors first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

United Capital Financial Advisors held 13,975 shares of Nu Holdings worth $187K as of Q2 2026.
United Capital Financial Advisors sold 1,368 Nu Holdings shares in Q2 2026, an estimated $18.4K.
Nu Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1561 holding.
United Capital Financial Advisors first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
United Capital Financial Advisors's Nu Holdings position peaked at $670K in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.